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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 | $95,370 | $40,275+136.8% | $57,356+66.3% | $59,633+59.9% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 0.28% | 27.52%-27.2pp | 24.41%-24.1pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $11,022 | $1,921+473.6% | $2,689+309.9% | $2,203+400.4% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $20,740 | $2,820+635.4% | $3,357+517.8% | $4,297+382.7% |