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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 | $42,471 | $103,949-59.1% | $69,182-38.6% | $273,970-84.5% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 7.68% | 35.28%-27.6pp | -21.93%+29.6pp | 41.46%-33.8pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,336 | $2,716+96.4% | $1,897+181.3% | $5,287+0.9% |
| Admin fee / account holder | $13,329 | $3,671+263.1% | $2,697+394.3% | $10,132+31.5% |