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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 | $90,684 | $77,817+16.5% | $123,553-26.6% | $64,173+41.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 0.56% | 12.49%-11.9pp | 119.21%-118.6pp | 7.63%-7.1pp |
| Employer contribution / active EE | $11,668 | $3,014+287.1% | $4,628+152.1% | $2,381+390.1% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,448 | $5,519-37.5% | $9,284-62.9% | $4,887-29.5% |