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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 | $62,665 | $107,030-41.5% | $73,550-14.8% | $147,586-57.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 13.25% | 38.25%-25.0pp | -15.16%+28.4pp | 578.59%-565.3pp |
| Employer contribution / active EE | $405 | $1,760-77.0% | $1,219-66.7% | $4,876-91.7% |
| Participant deferral / active EE | $2,270 | $2,458-7.6% | $1,804+25.8% | $5,439-58.3% |
| Admin fee / account holder | $18,117 | $3,055+493.0% | $2,320+681.0% | $10,886+66.4% |