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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 | $178,045 | $202,342-12.0% | $172,752+3.1% | $152,897+16.4% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 0.00% | 1029.83%-1029.8pp | 802.97%-803.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $10,383 | $5,858+77.2% | $5,144+101.8% | $4,764+118.0% |
| Participant deferral / active EE | $16,650 | $5,948+179.9% | $5,198+220.3% | $5,851+184.6% |
| Admin fee / account holder | $603 | $17,111-96.5% | $13,955-95.7% | $11,599-94.8% |