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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 | $99,505 | $113,941-12.7% | $94,229+5.6% | $125,389-20.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.69% | 5.29%-4.6pp | 10.68%-10.0pp | 282.24%-281.6pp |
| Employer contribution / active EE | $11,201 | $4,727+136.9% | $3,587+212.3% | $4,866+130.2% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $12,231 | $8,392+45.8% | $6,269+95.1% | $9,541+28.2% |