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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 | $159,440 | $92,743+71.9% | $82,744+92.7% | $134,532+18.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.18% | 946.63%-946.5pp | 702.22%-702.0pp | 418.27%-418.1pp |
| Employer contribution / active EE | $30,271 | $3,273+825.0% | $3,008+906.3% | $4,741+538.5% |
| Participant deferral / active EE | $12,788 | $4,802+166.3% | $4,395+191.0% | $6,401+99.8% |
| Admin fee / account holder | $841 | $5,977-85.9% | $5,325-84.2% | $11,429-92.6% |