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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 | $113,713 | $91,911+23.7% | $68,612+65.7% | $135,379-16.0% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | 15.65% | -8.22%+23.9pp | -4.63%+20.3pp | 519.79%-504.1pp |
| Employer contribution / active EE | $3,626 | $3,924-7.6% | $2,625+38.1% | $4,779-24.1% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,201 | $9,240-87.0% | $5,131-76.6% | $10,828-88.9% |