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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 | $122,817 | $138,114-11.1% | $125,391-2.1% | $134,545-8.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,314 | $5,246-55.9% | $4,816-51.9% | $4,742-51.2% |
| Participant deferral / active EE | $5,245 | $7,801-32.8% | $7,448-29.6% | $6,401-18.1% |
| Admin fee / account holder | $331 | $11,570-97.1% | $10,009-96.7% | $11,431-97.1% |