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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 | $63,295 | $167,533-62.2% | $151,645-58.3% | $134,545-53.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.76% | 7.81%-7.1pp | 3.34%-2.6pp | 418.37%-417.6pp |
| Employer contribution / active EE | $4,616 | $6,828-32.4% | $6,165-25.1% | $4,742-2.7% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $53,337 | $13,781+287.0% | $11,614+359.3% | $11,431+366.6% |