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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 | $193,315 | $165,381+16.9% | $149,730+29.1% | $158,966+21.6% |
| 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 | $2,757 | $5,104-46.0% | $4,645-40.6% | $4,762-42.1% |
| Participant deferral / active EE | $3,829 | $7,182-46.7% | $6,843-44.0% | $5,983-36.0% |
| Admin fee / account holder | $2,858 | $10,809-73.6% | $9,310-69.3% | $11,250-74.6% |