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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 | $200,941 | $142,409+41.1% | $119,634+68.0% | $134,545+49.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 1.49% | -12.46%+14.0pp | -14.98%+16.5pp | 418.37%-416.9pp |
| Employer contribution / active EE | $8,927 | $5,224+70.9% | $4,232+110.9% | $4,742+88.3% |
| Participant deferral / active EE | $6,694 | $6,468+3.5% | $5,601+19.5% | $6,401+4.6% |
| Admin fee / account holder | $4,342 | $13,594-68.1% | $10,329-58.0% | $11,431-62.0% |