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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 | $137,183 | $165,939-17.3% | $122,354+12.1% | $147,586-7.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 0.00% | 34.56%-34.6pp | 30.28%-30.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $4,266 | $5,754-25.9% | $4,051+5.3% | $4,876-12.5% |
| Participant deferral / active EE | $8,678 | $4,005+116.6% | $3,287+164.0% | $5,439+59.6% |
| Admin fee / account holder | $16,981 | $7,425+128.7% | $5,479+209.9% | $10,886+56.0% |