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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 | $50,491 | $62,549-19.3% | $85,705-41.1% | $85,851-41.2% |
| Participation rate | 88.9% | 61.1%+27.8pp | 69.9%+19.0pp | 69.3%+19.6pp |
| Annual return | 0.00% | 23.77%-23.8pp | 21.49%-21.5pp | 318.63%-318.6pp |
| Employer contribution / active EE | $15,047 | $1,755+757.1% | $2,619+474.6% | $2,565+486.5% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,924-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,000 | $4,644-56.9% | $6,877-70.9% | $6,261-68.1% |