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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 | $61,628 | $107,030-42.4% | $73,550-16.2% | $147,586-58.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 5.79% | 38.25%-32.5pp | -15.16%+21.0pp | 578.59%-572.8pp |
| Employer contribution / active EE | $4,878 | $1,760+177.1% | $1,219+300.1% | $4,8760% |
| Participant deferral / active EE | $0 | $2,458-100.0% | $1,804-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,480 | $3,055+79.4% | $2,320+136.2% | $10,886-49.7% |