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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 | $122,849 | $94,529+30.0% | $140,019-12.3% | $64,173+91.4% |
| Participation rate | 86.2% | 84.1%+2.1pp | 87.5%-1.3pp | 69.6%+16.6pp |
| Annual return | 0.00% | 7.77%-7.8pp | 651.17%-651.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $7,115 | $3,812+86.6% | $5,605+26.9% | $2,381+198.8% |
| Participant deferral / active EE | $13,326 | $5,250+153.8% | $6,927+92.4% | $3,470+284.1% |
| Admin fee / account holder | $1,060 | $6,741-84.3% | $10,705-90.1% | $4,887-78.3% |