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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 | $179,332 | $157,304+14.0% | $141,197+27.0% | $152,909+17.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $7,691 | $5,263+46.1% | $4,736+62.4% | $4,764+61.4% |
| Participant deferral / active EE | $6,648 | $7,111-6.5% | $6,710-0.9% | $5,851+13.6% |
| Admin fee / account holder | $413 | $12,126-96.6% | $10,265-96.0% | $11,601-96.4% |