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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 | $78,892 | $161,352-51.1% | $134,172-41.2% | $137,256-42.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 10.85% | 28.72%-17.9pp | 25.30%-14.5pp | 220.34%-209.5pp |
| Employer contribution / active EE | $2,746 | $4,099-33.0% | $3,420-19.7% | $4,156-33.9% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $58,281 | $15,028+287.8% | $12,016+385.0% | $12,270+375.0% |