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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 | $111,600 | $86,938+28.4% | $102,423+9.0% | $80,925+37.9% |
| Participation rate | 96.2% | 72.4%+23.8pp | 76.5%+19.7pp | 67.7%+28.5pp |
| Annual return | 0.00% | 18.89%-18.9pp | 29.42%-29.4pp | 35.65%-35.6pp |
| Employer contribution / active EE | $50,588 | $2,369+2035.2% | $3,023+1573.5% | $2,756+1735.4% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $37,596 | $8,053+366.9% | $9,455+297.6% | $6,940+441.7% |