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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 | $28,298 | $69,118-59.1% | $53,647-47.3% | $138,895-79.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 8.65% | 248.26%-239.6pp | 358.33%-349.7pp | 145.39%-136.7pp |
| Employer contribution / active EE | $3,485 | $1,189+193.0% | $962+262.2% | $4,194-16.9% |
| Participant deferral / active EE | $0 | $2,274-100.0% | $1,813-100.0% | $6,396-100.0% |
| Admin fee / account holder | $32,221 | $2,724+1082.9% | $2,460+1209.8% | $12,562+156.5% |