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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 | $69,243 | $57,140+21.2% | $85,240-18.8% | $80,959-14.5% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 0.00% | 21.71%-21.7pp | 66.75%-66.8pp | 35.67%-35.7pp |
| Employer contribution / active EE | $10,911 | $1,802+505.5% | $2,735+298.9% | $2,757+295.7% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,201 | $4,992-15.8% | $6,165-31.9% | $6,925-39.3% |