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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 | $42,050 | $72,404-41.9% | $110,241-61.9% | $64,181-34.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 8.70% | -6.29%+15.0pp | 314.75%-306.0pp | 7.63%+1.1pp |
| Employer contribution / active EE | $9,631 | $2,282+322.1% | $3,827+151.7% | $2,381+304.6% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,691 | $5,664+0.5% | $8,548-33.4% | $4,887+16.5% |