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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 | $56,990 | $110,303-48.3% | $95,759-40.5% | $139,487-59.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.13% | 27.19%-13.1pp | 28.42%-14.3pp | 373.84%-359.7pp |
| Employer contribution / active EE | $10,794 | $3,261+231.0% | $2,836+280.6% | $4,755+127.0% |
| Participant deferral / active EE | $6,369 | $4,674+36.3% | $4,244+50.1% | $6,713-5.1% |
| Admin fee / account holder | $97,291 | $6,615+1370.7% | $5,678+1613.4% | $11,407+752.9% |