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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 | $105,393 | $69,541+51.6% | $59,899+76.0% | $135,380-22.2% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.7%+16.2pp | 82.6%+8.3pp |
| Annual return | 0.41% | 7.95%-7.5pp | 3.46%-3.0pp | 519.81%-519.4pp |
| Employer contribution / active EE | $12,070 | $3,236+273.0% | $2,723+343.3% | $4,779+152.6% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,448 | $5,737+47.3% | $3,592+135.2% | $10,828-22.0% |