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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 | $60,649 | $93,064-34.8% | $74,577-18.7% | $273,972-77.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 10.42% | 26.18%-15.8pp | 20.47%-10.0pp | 41.46%-31.0pp |
| Employer contribution / active EE | $10,590 | $3,160+235.1% | $2,525+319.4% | $4,869+117.5% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,228 | $5,273+37.1% | $4,138+74.7% | $10,133-28.7% |