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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,920 | $176,105-84.7% | $159,474-83.1% | $167,536-83.9% |
| Participation rate | 95.8% | 85.0%+10.9pp | 82.8%+13.0pp | 82.1%+13.7pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $6,504 | $5,299+22.7% | $4,831+34.6% | $4,839+34.4% |
| Participant deferral / active EE | $12,040 | $7,751+55.3% | $7,353+63.7% | $6,342+89.8% |
| Admin fee / account holder | $634 | $12,559-94.9% | $10,802-94.1% | $12,315-94.8% |