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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 | $59,904 | $62,592-4.3% | $85,709-30.1% | $85,847-30.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 13.51% | 23.77%-10.3pp | 21.49%-8.0pp | 318.61%-305.1pp |
| Employer contribution / active EE | $14,881 | $1,755+747.7% | $2,619+468.3% | $2,565+480.1% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,924-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10,515 | $4,643+126.5% | $6,876+52.9% | $6,261+68.0% |