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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 | $161,675 | $103,392+56.4% | $87,104+85.6% | $152,897+5.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.43%-345.4pp |
| Employer contribution / active EE | $6,877 | $3,221+113.5% | $2,521+172.7% | $4,764+44.4% |
| Participant deferral / active EE | $14,645 | $4,778+206.5% | $4,048+261.7% | $5,851+150.3% |
| Admin fee / account holder | $774 | $12,194-93.7% | $7,491-89.7% | $11,599-93.3% |