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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 | $87,120 | $57,541+51.4% | $95,759-9.0% | $75,177+15.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 0.00% | 34.93%-34.9pp | 28.42%-28.4pp | 160.75%-160.8pp |
| Employer contribution / active EE | $15,471 | $1,808+755.8% | $2,836+445.5% | $2,671+479.2% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,244-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,779 | $4,099+138.6% | $5,678+72.2% | $5,651+73.0% |