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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 | $59,758 | $72,404-17.5% | $110,243-45.8% | $64,173-6.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 4.76% | -6.29%+11.0pp | 314.76%-310.0pp | 7.63%-2.9pp |
| Employer contribution / active EE | $13,274 | $2,282+481.8% | $3,827+246.9% | $2,381+457.5% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,466 | $5,664+31.8% | $8,548-12.7% | $4,887+52.8% |