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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 | $70,801 | $176,120-59.8% | $159,487-55.6% | $167,553-57.7% |
| Participation rate | 93.3% | 85.0%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | 0.00% | 331.95%-331.9pp | 263.71%-263.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $16,022 | $5,299+202.3% | $4,831+231.6% | $4,840+231.1% |
| Participant deferral / active EE | $8,207 | $7,752+5.9% | $7,354+11.6% | $6,343+29.4% |
| Admin fee / account holder | $382 | $12,561-97.0% | $10,804-96.5% | $12,316-96.9% |