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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 | $178,023 | $81,504+118.4% | $102,437+73.8% | $80,959+119.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 0.00% | 25.60%-25.6pp | 24.95%-24.9pp | 35.67%-35.7pp |
| Employer contribution / active EE | $12,644 | $3,104+307.4% | $3,871+226.7% | $2,757+358.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $847 | $6,719-87.4% | $8,388-89.9% | $6,925-87.8% |