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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 | $223,023 | $479,618-53.5% | $138,598+60.9% | $479,618-53.5% |
| Participation rate | 100.0% | 89.3%+10.7pp | 98.1%+1.9pp | 89.3%+10.7pp |
| Annual return | 0.90% | 101.32%-100.4pp | -1.57%+2.5pp | 101.32%-100.4pp |
| Employer contribution / active EE | $20,528 | $22,484-8.7% | $11,733+75.0% | $22,484-8.7% |
| Participant deferral / active EE | $4,757 | $7,699-38.2% | $7,210-34.0% | $7,699-38.2% |
| Admin fee / account holder | $895 | $12,520-92.8% | $2,828-68.3% | $12,520-92.8% |