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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 | $116,210 | $140,578-17.3% | $100,671+15.4% | $125,389-7.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 0.00% | 24.67%-24.7pp | 20.43%-20.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $3,752 | $5,965-37.1% | $4,012-6.5% | $4,866-22.9% |
| Participant deferral / active EE | $8,153 | $3,981+104.8% | $3,144+159.4% | $5,352+52.3% |
| Admin fee / account holder | $46,075 | $6,716+586.0% | $4,850+850.1% | $9,541+382.9% |