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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 | $132,088 | $167,362-21.1% | $143,799-8.1% | $134,532-1.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 243.76% | 0.47%+243.3pp | -0.04%+243.8pp | 418.27%-174.5pp |
| Employer contribution / active EE | $1,784 | $5,620-68.3% | $4,952-64.0% | $4,741-62.4% |
| Participant deferral / active EE | $6,636 | $6,447+2.9% | $5,638+17.7% | $6,401+3.7% |
| Admin fee / account holder | $447 | $18,094-97.5% | $14,677-97.0% | $11,429-96.1% |