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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 | $43,891 | $81,476-46.1% | $102,383-57.1% | $80,925-45.8% |
| Participation rate | 96.7% | 66.8%+29.9pp | 74.5%+22.2pp | 67.7%+29.1pp |
| Annual return | 0.00% | 25.59%-25.6pp | 24.94%-24.9pp | 35.65%-35.6pp |
| Employer contribution / active EE | $20,231 | $3,105+551.6% | $3,870+422.7% | $2,756+634.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,635 | $6,717+13.7% | $8,391-9.0% | $6,940+10.0% |