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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 | $213,753 | $83,908+154.7% | $68,509+212.0% | $125,388+70.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 0.51% | 14.48%-14.0pp | 8.27%-7.8pp | 282.24%-281.7pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $10,803 | $4,125+161.9% | $3,382+219.4% | $5,352+101.9% |
| Admin fee / account holder | $8,651 | $8,982-3.7% | $5,275+64.0% | $9,541-9.3% |