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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 | $182,999 | $40,275+354.4% | $57,356+219.1% | $59,633+206.9% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 8.02% | 27.52%-19.5pp | 24.41%-16.4pp | 2041.45%-2033.4pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $12,380 | $2,400+415.9% | $3,162+291.6% | $3,192+287.9% |
| Admin fee / account holder | $2,743 | $2,820-2.7% | $3,357-18.3% | $4,297-36.2% |