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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 | $151,684 | $185,856-18.4% | $170,028-10.8% | $139,456+8.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 60.52%-60.5pp | 53.39%-53.4pp | 373.45%-373.4pp |
| Employer contribution / active EE | $4,850 | $7,593-36.1% | $6,788-28.5% | $4,753+2.0% |
| Participant deferral / active EE | $15,798 | $11,623+35.9% | $10,409+51.8% | $6,711+135.4% |
| Admin fee / account holder | $2,881 | $15,387-81.3% | $12,820-77.5% | $11,407-74.7% |