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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 | $128,254 | $63,953+100.5% | $54,726+134.4% | $135,380-5.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | 10.15% | -5.77%+15.9pp | -4.56%+14.7pp | 519.81%-509.7pp |
| Employer contribution / active EE | $7,231 | $4,256+69.9% | $3,449+109.6% | $4,779+51.3% |
| Participant deferral / active EE | $7,223 | $4,810+50.2% | $3,953+82.7% | $5,609+28.8% |
| Admin fee / account holder | $490 | $4,567-89.3% | $3,818-87.2% | $10,828-95.5% |