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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 | $126,927 | $82,674+53.5% | $125,381+1.2% | $68,486+85.3% |
| Participation rate | 93.8% | 75.1%+18.8pp | 82.4%+11.5pp | 67.9%+26.0pp |
| Annual return | 18.01% | -5.97%+24.0pp | 572.31%-554.3pp | -7.85%+25.9pp |
| Employer contribution / active EE | $765 | $3,382-77.4% | $4,815-84.1% | $2,597-70.5% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $547 | $6,277-91.3% | $10,007-94.5% | $5,404-89.9% |