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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 | $127,569 | $64,307+98.4% | $57,347+122.5% | $125,392+1.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.08% | 25.14%-24.1pp | 24.40%-23.3pp | 282.23%-281.1pp |
| Employer contribution / active EE | $9,150 | $3,193+186.6% | $2,689+240.3% | $4,866+88.0% |
| Participant deferral / active EE | $11,248 | $3,847+192.4% | $3,162+255.7% | $5,351+110.2% |
| Admin fee / account holder | $2,060 | $5,242-60.7% | $3,356-38.6% | $9,541-78.4% |