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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 | $95,917 | $122,131-21.5% | $625,211-84.7% | $122,131-21.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.5%+31.5pp | 75.1%+24.9pp |
| Annual return | 13.23% | 16.17%-2.9pp | -4.48%+17.7pp | 16.17%-2.9pp |
| Employer contribution / active EE | $10,523 | $3,608+191.7% | $5,469+92.4% | $3,608+191.7% |
| Participant deferral / active EE | $0 | $3,892-100.0% | $3,285-100.0% | $3,892-100.0% |
| Admin fee / account holder | $3,938 | $11,586-66.0% | $15,496-74.6% | $11,586-66.0% |