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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 | $157,973 | $165,381-4.5% | $149,730+5.5% | $158,966-0.6% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 0.00% | 348.29%-348.3pp | 276.70%-276.7pp | 302.95%-302.9pp |
| Employer contribution / active EE | $13,526 | $5,104+165.0% | $4,645+191.2% | $4,762+184.0% |
| Participant deferral / active EE | $14,098 | $7,182+96.3% | $6,843+106.0% | $5,983+135.6% |
| Admin fee / account holder | $1,113 | $10,809-89.7% | $9,310-88.0% | $11,250-90.1% |