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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 | $65,058 | $174,018-62.6% | $136,833-52.5% | $198,609-67.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | 9.65% | 35.16%-25.5pp | 35.32%-25.7pp | 202.70%-193.0pp |
| Employer contribution / active EE | $5,154 | $1,571+228.0% | $1,319+290.9% | $5,055+1.9% |
| Participant deferral / active EE | $0 | $2,873-100.0% | $2,441-100.0% | $6,977-100.0% |
| Admin fee / account holder | $12,934 | $5,434+138.0% | $4,706+174.9% | $19,030-32.0% |