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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 | $52,152 | $72,404-28.0% | $110,243-52.7% | $64,173-18.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 6.40% | -6.29%+12.7pp | 314.76%-308.4pp | 7.63%-1.2pp |
| Employer contribution / active EE | $3,226 | $2,282+41.4% | $3,827-15.7% | $2,381+35.5% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $17,467 | $5,664+208.4% | $8,548+104.3% | $4,887+257.4% |