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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 | $87,091 | $93,345-6.7% | $119,126-26.9% | $87,485-0.5% |
| Participation rate | 98.2% | 68.7%+29.5pp | 75.8%+22.5pp | 68.9%+29.3pp |
| Annual return | 0.00% | 19.08%-19.1pp | 282.11%-282.1pp | 26.06%-26.1pp |
| Employer contribution / active EE | $2,162 | $3,172-31.8% | $4,034-46.4% | $2,596-16.7% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,294 | $8,039-83.9% | $10,693-87.9% | $7,775-83.4% |