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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 | $86,963 | $149,679-41.9% | $117,039-25.7% | $147,586-41.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 0.00% | 19.31%-19.3pp | 18.95%-18.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $3,545 | $4,937-28.2% | $3,785-6.3% | $4,876-27.3% |
| Participant deferral / active EE | $12,300 | $4,912+150.4% | $3,929+213.0% | $5,439+126.2% |
| Admin fee / account holder | $1,011 | $7,856-87.1% | $5,974-83.1% | $10,886-90.7% |