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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 | $61,404 | $78,682-22.0% | $109,188-43.8% | $85,851-28.5% |
| Participation rate | 89.0% | 68.3%+20.7pp | 75.9%+13.1pp | 69.3%+19.7pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.76%-25.8pp | 318.63%-318.6pp |
| Employer contribution / active EE | $18,897 | $2,734+591.2% | $3,723+407.6% | $2,565+636.6% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,348 | $5,470-75.3% | $6,755-80.0% | $6,261-78.5% |