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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 | $122,855 | $78,670+56.2% | $109,173+12.5% | $85,847+43.1% |
| Participation rate | 98.4% | 68.3%+30.2pp | 75.9%+22.6pp | 69.3%+29.1pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.8pp | 318.61%-318.6pp |
| Employer contribution / active EE | $22,457 | $2,734+721.4% | $3,723+503.2% | $2,565+775.4% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,058 | $5,469-44.1% | $6,755-54.7% | $6,261-51.2% |