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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 | $84,764 | $78,707+7.7% | $117,861-28.1% | $70,126+20.9% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.11%-335.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $8,037 | $2,223+261.5% | $3,786+112.3% | $2,343+243.1% |
| Participant deferral / active EE | $6,761 | $3,297+105.1% | $4,482+50.9% | $3,332+102.9% |
| Admin fee / account holder | $635 | $5,066-87.5% | $8,021-92.1% | $4,645-86.3% |