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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 | $132,050 | $111,814+18.1% | $103,374+27.7% | $145,959-9.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 24.77%-24.8pp | 24.89%-24.9pp | 561.95%-561.9pp |
| Employer contribution / active EE | $2,000 | $4,214-52.5% | $3,869-48.3% | $4,661-57.1% |
| Participant deferral / active EE | $7,667 | $5,618+36.5% | $5,058+51.6% | $6,689+14.6% |
| Admin fee / account holder | $529 | $9,754-94.6% | $8,394-93.7% | $13,398-96.0% |