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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 | $127,941 | $64,307+99.0% | $57,347+123.1% | $125,393+2.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.34% | 25.14%-24.8pp | 24.40%-24.1pp | 282.23%-281.9pp |
| Employer contribution / active EE | $7,229 | $3,193+126.4% | $2,689+168.9% | $4,866+48.6% |
| Participant deferral / active EE | $3,147 | $3,847-18.2% | $3,162-0.5% | $5,351-41.2% |
| Admin fee / account holder | $3,955 | $5,242-24.5% | $3,356+17.9% | $9,541-58.5% |