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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 | $127,671 | $99,032+28.9% | $80,022+59.5% | $135,382-5.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $4,619 | $3,043+51.8% | $2,468+87.1% | $4,779-3.3% |
| Participant deferral / active EE | $14,230 | $4,282+232.3% | $3,686+286.1% | $5,609+153.7% |
| Admin fee / account holder | $1,095 | $10,436-89.5% | $6,521-83.2% | $10,829-89.9% |