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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 | $88,673 | $127,100-30.2% | $105,738-16.1% | $135,379-34.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 0.68% | 4.49%-3.8pp | 6.27%-5.6pp | 519.79%-519.1pp |
| Employer contribution / active EE | $13,354 | $4,107+225.2% | $3,268+308.6% | $4,779+179.4% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $14,565 | $9,087+60.3% | $6,913+110.7% | $10,828+34.5% |