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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 | $174,986 | $111,301+57.2% | $112,977+54.9% | $158,982+10.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 0.00% | 26.40%-26.4pp | 24.24%-24.2pp | 302.99%-303.0pp |
| Employer contribution / active EE | $3,750 | $4,471-16.1% | $4,255-11.9% | $4,763-21.3% |
| Participant deferral / active EE | $14,910 | $5,880+153.6% | $5,836+155.5% | $5,983+149.2% |
| Admin fee / account holder | $1,235 | $8,392-85.3% | $6,294-80.4% | $11,252-89.0% |