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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 | $131,873 | $73,988+78.2% | $96,538+36.6% | $75,177+75.4% |
| Participation rate | 95.5% | 66.4%+29.0pp | 74.3%+21.1pp | 67.2%+28.2pp |
| Annual return | 0.00% | 26.73%-26.7pp | 35.74%-35.7pp | 160.75%-160.8pp |
| Employer contribution / active EE | $3,205 | $2,930+9.4% | $3,740-14.3% | $2,671+20.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $993 | $5,220-81.0% | $6,737-85.3% | $5,651-82.4% |