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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 | $74,565 | $82,678-9.8% | $125,391-40.5% | $68,490+8.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 3.22% | -5.97%+9.2pp | 572.41%-569.2pp | -7.85%+11.1pp |
| Employer contribution / active EE | $7,143 | $3,382+111.2% | $4,816+48.3% | $2,597+175.1% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $9,159 | $6,277+45.9% | $10,009-8.5% | $5,403+69.5% |