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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 | $66,481 | $127,096-47.7% | $105,736-37.1% | $135,380-50.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 0.47% | 4.49%-4.0pp | 6.27%-5.8pp | 519.81%-519.3pp |
| Employer contribution / active EE | $6,751 | $4,107+64.4% | $3,268+106.6% | $4,779+41.3% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $100,316 | $9,087+1004.0% | $6,913+1351.2% | $10,828+826.4% |