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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 | $113,348 | $108,212+4.7% | $77,513+46.2% | $158,966-28.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.81%-54.8pp | 302.95%-302.9pp |
| Employer contribution / active EE | $21,759 | $1,325+1542.2% | $987+2105.4% | $4,762+356.9% |
| Participant deferral / active EE | $9,750 | $2,455+297.1% | $1,861+423.9% | $5,983+63.0% |
| Admin fee / account holder | $846 | $3,709-77.2% | $2,859-70.4% | $11,250-92.5% |