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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 | $119,481 | $156,398-23.6% | $147,318-18.9% | $138,895-14.0% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 0.00% | 78.75%-78.7pp | 70.43%-70.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $3,297 | $4,853-32.1% | $4,593-28.2% | $4,194-21.4% |
| Participant deferral / active EE | $13,202 | $8,237+60.3% | $7,906+67.0% | $6,396+106.4% |
| Admin fee / account holder | $371 | $14,976-97.5% | $13,708-97.3% | $12,562-97.0% |