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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 | $97,935 | $64,311+52.3% | $57,356+70.8% | $125,389-21.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.82% | 25.14%-24.3pp | 24.41%-23.6pp | 282.24%-281.4pp |
| Employer contribution / active EE | $9,302 | $3,193+191.3% | $2,689+246.0% | $4,866+91.2% |
| Participant deferral / active EE | $0 | $3,846-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,522 | $5,243-51.9% | $3,357-24.9% | $9,541-73.6% |