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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 | $127,579 | $78,027+63.5% | $178,528-28.5% | $80,925+57.7% |
| Participation rate | 95.3% | 65.7%+29.6pp | 77.1%+18.2pp | 67.7%+27.7pp |
| Annual return | 0.00% | 18.09%-18.1pp | 27.11%-27.1pp | 35.65%-35.6pp |
| Employer contribution / active EE | $8,632 | $2,281+278.4% | $3,950+118.5% | $2,756+213.2% |
| Participant deferral / active EE | $0 | $4,408-100.0% | $6,278-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,503 | $7,168-37.2% | $10,419-56.8% | $6,940-35.1% |