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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 | $52,582 | $42,383+24.1% | $76,518-31.3% | $64,173-18.1% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 34.85% | -16.54%+51.4pp | -0.27%+35.1pp | 7.63%+27.2pp |
| Employer contribution / active EE | $7,636 | $1,563+388.5% | $2,647+188.5% | $2,381+220.7% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $415 | $3,198-87.0% | $4,849-91.4% | $4,887-91.5% |