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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 | $99,269 | $73,863+34.4% | $143,797-31.0% | $68,490+44.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 19.89% | 0.91%+19.0pp | -0.04%+19.9pp | -7.85%+27.7pp |
| Employer contribution / active EE | $40,937 | $3,185+1185.4% | $4,952+726.6% | $2,597+1476.5% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $14,211 | $5,756+146.9% | $14,679-3.2% | $5,403+163.0% |