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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 | $63,796 | $108,212-41.0% | $77,513-17.7% | $158,966-59.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 16.84% | 31.67%-14.8pp | 54.81%-38.0pp | 302.95%-286.1pp |
| Employer contribution / active EE | $4,284 | $1,325+223.3% | $987+334.2% | $4,762-10.1% |
| Participant deferral / active EE | $0 | $2,455-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,450 | $3,709-33.9% | $2,859-14.3% | $11,250-78.2% |