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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 | $120,054 | $105,856+13.4% | $90,161+33.2% | $147,586-18.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 37.63%-37.6pp | 34.89%-34.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $33,000 | $4,126+699.7% | $3,318+894.6% | $4,876+576.7% |
| Participant deferral / active EE | $14,000 | $5,733+144.2% | $5,287+164.8% | $5,439+157.4% |
| Admin fee / account holder | $393 | $8,046-95.1% | $5,943-93.4% | $10,886-96.4% |