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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 | $62,861 | $89,259-29.6% | $107,187-41.4% | $82,637-23.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 0.00% | 21.02%-21.0pp | 204.55%-204.5pp | 53.51%-53.5pp |
| Employer contribution / active EE | $8,417 | $3,080+173.3% | $3,782+122.5% | $2,552+229.8% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,141 | $7,381-43.9% | $9,162-54.8% | $7,339-43.6% |