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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 | $57,057+21.4% | $85,009-18.5% | $80,874-14.4% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 0.00% | 21.66%-21.7pp | 66.47%-66.5pp | 35.62%-35.6pp |
| Employer contribution / active EE | $10,911 | $1,799+506.6% | $2,728+299.9% | $2,756+296.0% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $4,522-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,201 | $4,986-15.7% | $6,153-31.7% | $6,935-39.4% |