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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 | $121,394 | $165,351-26.6% | $149,710-18.9% | $158,931-23.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.00% | 348.19%-348.2pp | 276.63%-276.6pp | 302.86%-302.9pp |
| Employer contribution / active EE | $16,473 | $5,103+222.8% | $4,645+254.7% | $4,761+246.0% |
| Participant deferral / active EE | $9,434 | $7,181+31.4% | $6,842+37.9% | $5,982+57.7% |
| Admin fee / account holder | $995 | $10,807-90.8% | $9,309-89.3% | $11,247-91.2% |