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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 | $86,848 | $165,381-47.5% | $149,730-42.0% | $158,966-45.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.00% | 348.29%-348.3pp | 276.70%-276.7pp | 302.95%-302.9pp |
| Employer contribution / active EE | $7,889 | $5,104+54.6% | $4,645+69.8% | $4,762+65.6% |
| Participant deferral / active EE | $11,643 | $7,182+62.1% | $6,843+70.2% | $5,983+94.6% |
| Admin fee / account holder | $381 | $10,809-96.5% | $9,310-95.9% | $11,250-96.6% |