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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 | $156,348 | $106,588+46.7% | $94,215+65.9% | $155,188+0.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 0.00% | 29.39%-29.4pp | 28.22%-28.2pp | 148.84%-148.8pp |
| Employer contribution / active EE | $3,177 | $3,080+3.2% | $2,675+18.7% | $4,248-25.2% |
| Participant deferral / active EE | $5,354 | $4,802+11.5% | $4,276+25.2% | $6,531-18.0% |
| Admin fee / account holder | $444 | $12,281-96.4% | $10,216-95.7% | $14,480-96.9% |