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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 | $77,571 | $87,544-11.4% | $75,784+2.4% | $125,388-38.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.35% | 13.49%-13.1pp | 9.68%-9.3pp | 282.24%-281.9pp |
| Employer contribution / active EE | $11,250 | $3,930+186.3% | $3,323+238.5% | $4,866+131.2% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $648 | $6,502-90.0% | $5,300-87.8% | $9,541-93.2% |