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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 | $37,423 | $138,114-72.9% | $125,391-70.2% | $134,545-72.2% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $8,776 | $5,246+67.3% | $4,816+82.2% | $4,742+85.1% |
| Participant deferral / active EE | $19,928 | $7,801+155.5% | $7,448+167.6% | $6,401+211.3% |
| Admin fee / account holder | $11,933 | $11,570+3.1% | $10,009+19.2% | $11,431+4.4% |