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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 | $126,692 | $100,805+25.7% | $86,698+46.1% | $134,532-5.8% |
| Participation rate | 75.0% | 79.0%-4.0pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | 0.00% | 29.09%-29.1pp | 35.95%-35.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $4,706 | $3,490+34.8% | $2,837+65.9% | $4,741-0.7% |
| Participant deferral / active EE | $10,016 | $5,339+87.6% | $4,656+115.1% | $6,401+56.5% |
| Admin fee / account holder | $36,880 | $10,925+237.6% | $7,493+392.2% | $11,429+222.7% |