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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 | $75,121 | $80,985-7.2% | $96,576-22.2% | $75,181-0.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 0.00% | 27.05%-27.0pp | 25.87%-25.9pp | 160.69%-160.7pp |
| Employer contribution / active EE | $27,996 | $2,282+1126.6% | $2,965+844.2% | $2,671+948.3% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $18,856 | $6,719+180.7% | $8,253+128.5% | $5,650+233.7% |