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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 | $50,141 | $81,870-38.8% | $119,634-58.1% | $68,490-26.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 13.29% | -23.82%+37.1pp | -14.98%+28.3pp | -7.85%+21.1pp |
| Employer contribution / active EE | $7,920 | $2,692+194.2% | $4,232+87.1% | $2,597+205.0% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,323 | $6,583-64.7% | $10,329-77.5% | $5,403-57.0% |