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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 | $86,949+28.4% | $102,460+8.9% | $80,959+37.8% |
| Participation rate | 96.2% | 72.4%+23.8pp | 76.5%+19.6pp | 67.7%+28.5pp |
| Annual return | 0.00% | 18.89%-18.9pp | 29.47%-29.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $50,588 | $2,370+2034.8% | $3,025+1572.3% | $2,757+1734.8% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $37,596 | $8,048+367.2% | $9,460+297.4% | $6,925+442.9% |