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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 | $58,982 | $57,352+2.8% | $83,831-29.6% | $64,173-8.1% |
| Participation rate | 89.6% | 68.6%+21.0pp | 76.1%+13.4pp | 69.6%+20.0pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.99%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $7,952 | $2,546+212.4% | $3,631+119.0% | $2,381+234.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $965 | $4,046-76.1% | $5,479-82.4% | $4,887-80.3% |