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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 | $89,560 | $82,678+8.3% | $125,391-28.6% | $68,490+30.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 7.51% | -5.97%+13.5pp | 572.41%-564.9pp | -7.85%+15.4pp |
| Employer contribution / active EE | $20,402 | $3,382+503.2% | $4,816+323.6% | $2,597+685.7% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,742 | $6,277-72.3% | $10,009-82.6% | $5,403-67.8% |