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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 | $86,940+28.4% | $102,434+8.9% | $80,935+37.9% |
| Participation rate | 96.2% | 72.4%+23.8pp | 76.5%+19.6pp | 67.7%+28.5pp |
| Annual return | 0.00% | 18.89%-18.9pp | 29.46%-29.5pp | 35.66%-35.7pp |
| Employer contribution / active EE | $50,588 | $2,370+2034.8% | $3,023+1573.3% | $2,757+1735.1% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $37,596 | $8,047+367.2% | $9,462+297.3% | $6,924+442.9% |