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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 | $79,457 | $211,946-62.5% | $169,452-53.1% | $135,379-41.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 1.45% | 3.26%-1.8pp | 1.83%-0.4pp | 519.79%-518.3pp |
| Employer contribution / active EE | $10,881 | $5,117+112.6% | $4,157+161.8% | $4,779+127.7% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,323 | $11,472-36.2% | $9,110-19.6% | $10,828-32.4% |