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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 | $38,583 | $77,677-50.3% | $109,173-64.7% | $79,391-51.4% |
| Participation rate | 84.5% | 67.8%+16.7pp | 75.9%+8.7pp | 70.7%+13.8pp |
| Annual return | 0.00% | 23.44%-23.4pp | 25.75%-25.8pp | 116.88%-116.9pp |
| Employer contribution / active EE | $13,365 | $2,798+377.6% | $3,723+259.0% | $2,428+450.5% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $2,942 | $732+301.6% | $6,755-56.4% | $627+369.6% |