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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 | $88,882 | $91,760-3.1% | $156,181-43.1% | $67,986+30.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 78.8%+21.2pp | 57.2%+42.8pp |
| Annual return | 0.00% | 18.14%-18.1pp | 64.87%-64.9pp | 31.67%-31.7pp |
| Employer contribution / active EE | $13,288 | $2,419+449.2% | $4,294+209.5% | $2,019+558.2% |
| Participant deferral / active EE | $0 | $3,960-100.0% | $6,132-100.0% | $3,358-100.0% |
| Admin fee / account holder | $2,429 | $3,949-38.5% | $14,586-83.3% | $3,203-24.2% |