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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 | $90,617 | $127,096-28.7% | $105,736-14.3% | $135,380-33.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 4.49%-4.5pp | 6.27%-6.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $14,338 | $4,107+249.1% | $3,268+338.7% | $4,779+200.0% |
| Participant deferral / active EE | $8,938 | $5,064+76.5% | $4,080+119.1% | $5,609+59.4% |
| Admin fee / account holder | $24,504 | $9,087+169.7% | $6,913+254.5% | $10,828+126.3% |