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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 | $78,652 | $153,311-48.7% | $109,313-28.0% | $273,972-71.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 2.16% | 29.86%-27.7pp | 22.07%-19.9pp | 41.46%-39.3pp |
| Employer contribution / active EE | $171 | $5,619-97.0% | $3,892-95.6% | $4,869-96.5% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $116,600 | $8,076+1343.8% | $5,666+1957.7% | $10,133+1050.7% |