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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 | $188,332 | $171,867+9.6% | $149,716+25.8% | $147,585+27.6% |
| Participation rate | 88.2% | 88.2%0pp | 87.1%+1.2pp | 82.8%+5.4pp |
| Annual return | 0.00% | 2113.36%-2113.4pp | 1501.67%-1501.7pp | 578.58%-578.6pp |
| Employer contribution / active EE | $3,243 | $6,275-48.3% | $5,444-40.4% | $4,876-33.5% |
| Participant deferral / active EE | $7,950 | $7,270+9.4% | $6,568+21.0% | $5,439+46.2% |
| Admin fee / account holder | $2,440 | $13,799-82.3% | $11,282-78.4% | $10,886-77.6% |