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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 | $71,525 | $95,895-25.4% | $79,576-10.1% | $134,509-46.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 10.58% | -2.72%+13.3pp | 0.15%+10.4pp | 418.13%-407.6pp |
| Employer contribution / active EE | $9,175 | $3,128+193.3% | $2,413+280.2% | $4,741+93.5% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $28,811 | $9,129+215.6% | $6,834+321.6% | $11,427+152.1% |