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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 | $90,170 | $208,526-56.8% | $96,538-6.6% | - |
| Participation rate | 100.0% | 66.0%+34.0pp | 74.3%+25.7pp | - |
| Annual return | 100.16% | 18.23%+81.9pp | 35.74%+64.4pp | - |
| Employer contribution / active EE | $1,622 | $2,182-25.7% | $3,740-56.6% | - |
| Participant deferral / active EE | $0 | $4,056-100.0% | $4,880-100.0% | - |
| Admin fee / account holder | $547 | $13,060-95.8% | $6,737-91.9% | - |