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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 | $86,968 | $98,240-11.5% | $82,312+5.7% | $147,586-41.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 30.85%-30.9pp | 25.88%-25.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $12,658 | $3,192+296.6% | $2,428+421.2% | $4,876+159.6% |
| Participant deferral / active EE | $9,000 | $4,383+105.3% | $3,706+142.8% | $5,439+65.5% |
| Admin fee / account holder | $531 | $8,563-93.8% | $5,608-90.5% | $10,886-95.1% |