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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 | $105,907 | $79,449+33.3% | $189,575-44.1% | $85,847+23.4% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 0.00% | 18.45%-18.4pp | 64.19%-64.2pp | 318.61%-318.6pp |
| Employer contribution / active EE | $20,708 | $2,081+895.1% | $4,412+369.4% | $2,565+707.2% |
| Participant deferral / active EE | $0 | $4,051-100.0% | $6,174-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,434 | $5,377-54.7% | $9,806-75.2% | $6,261-61.1% |