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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 | $104,967 | $81,870+28.2% | $119,634-12.3% | $68,490+53.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 7.93% | -23.82%+31.8pp | -14.98%+22.9pp | -7.85%+15.8pp |
| Employer contribution / active EE | $22,192 | $2,692+724.4% | $4,232+424.3% | $2,597+754.6% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,936 | $6,583-25.0% | $10,329-52.2% | $5,403-8.6% |