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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 | $134,115 | $77,817+72.3% | $123,553+8.5% | $64,173+109.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 0.00% | 12.49%-12.5pp | 119.21%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,254 | $3,014-58.4% | $4,628-72.9% | $2,381-47.3% |
| Participant deferral / active EE | $4,422 | $5,240-15.6% | $6,426-31.2% | $3,470+27.4% |
| Admin fee / account holder | $4,465 | $5,519-19.1% | $9,284-51.9% | $4,887-8.6% |