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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 | $78,122 | $133,998-41.7% | $112,263-30.4% | $134,545-41.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 0.93% | 47.17%-46.2pp | 27.49%-26.6pp | 418.37%-417.4pp |
| Employer contribution / active EE | $3,932 | $4,040-2.7% | $3,636+8.1% | $4,742-17.1% |
| Participant deferral / active EE | $8,736 | $5,292+65.1% | $4,729+84.7% | $6,401+36.5% |
| Admin fee / account holder | $30,190 | $7,493+302.9% | $6,410+371.0% | $11,431+164.1% |