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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 | $171,986 | $112,131+53.4% | $95,964+79.2% | $158,982+8.2% |
| Participation rate | 95.7% | 79.0%+16.7pp | 77.1%+18.6pp | 82.0%+13.7pp |
| Annual return | 0.00% | 171.19%-171.2pp | 91.64%-91.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $3,202 | $3,199+0.1% | $2,541+26.0% | $4,763-32.8% |
| Participant deferral / active EE | $6,726 | $4,784+40.6% | $4,167+61.4% | $5,983+12.4% |
| Admin fee / account holder | $1,784 | $10,136-82.4% | $6,797-73.7% | $11,252-84.1% |