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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 | $134,362 | $100,805+33.3% | $86,698+55.0% | $134,532-0.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 2.44% | 29.09%-26.6pp | 35.95%-33.5pp | 418.27%-415.8pp |
| Employer contribution / active EE | $10,173 | $3,490+191.5% | $2,837+258.6% | $4,741+114.6% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,291 | $10,925-60.7% | $7,493-42.7% | $11,429-62.5% |