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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 | $139,553 | $180,028-22.5% | $138,135+1.0% | $158,982-12.2% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 21.68%-21.7pp | 20.51%-20.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $3,853 | $7,470-48.4% | $5,587-31.0% | $4,763-19.1% |
| Participant deferral / active EE | $11,903 | $7,717+54.2% | $6,431+85.1% | $5,983+98.9% |
| Admin fee / account holder | $17,036 | $17,912-4.9% | $11,856+43.7% | $11,252+51.4% |