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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 | $195,249 | $158,852+22.9% | $121,220+61.1% | $135,379+44.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | -0.64%+0.6pp | 16.94%-16.9pp | 519.79%-519.8pp |
| Employer contribution / active EE | $25,935 | $5,666+357.7% | $4,023+544.7% | $4,779+442.7% |
| Participant deferral / active EE | $14,333 | $4,006+257.8% | $3,345+328.5% | $5,609+155.5% |
| Admin fee / account holder | $1,221 | $6,515-81.3% | $5,021-75.7% | $10,828-88.7% |