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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 | $52,079 | $80,983-35.7% | $96,544-46.1% | $75,177-30.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 0.00% | 27.05%-27.1pp | 25.88%-25.9pp | 160.75%-160.8pp |
| Employer contribution / active EE | $11,252 | $2,282+393.0% | $2,966+279.3% | $2,671+321.2% |
| Participant deferral / active EE | $6,658 | $3,929+69.5% | $4,851+37.2% | $4,126+61.4% |
| Admin fee / account holder | $2,888 | $6,717-57.0% | $8,254-65.0% | $5,651-48.9% |