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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 | $74,429 | $49,177+51.4% | $79,467-6.3% | $64,173+16.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 15.06% | -1.16%+16.2pp | 718.30%-703.2pp | 7.63%+7.4pp |
| Employer contribution / active EE | $18,484 | $2,076+790.2% | $2,800+560.1% | $2,381+676.4% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,944 | $3,839-49.4% | $5,104-61.9% | $4,887-60.2% |