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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 | $84,851 | $106,115-20.0% | $85,969-1.3% | $125,389-32.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 0.08% | 13.93%-13.9pp | 9.32%-9.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $13,033 | $4,537+187.3% | $3,474+275.1% | $4,866+167.8% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $12,500 | $8,144+53.5% | $6,053+106.5% | $9,541+31.0% |