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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 | $84,954 | $50,554+68.0% | $67,681+25.5% | $87,485-2.9% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 10.85% | 17.81%-7.0pp | 590.58%-579.7pp | 26.06%-15.2pp |
| Employer contribution / active EE | $9,017 | $1,988+353.4% | $2,678+236.7% | $2,596+247.3% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $3,976-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,152 | $4,132+0.5% | $6,100-31.9% | $7,775-46.6% |