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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 | $85,870 | $185,141-53.6% | $153,416-44.0% | $155,188-44.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 8.59% | 18.72%-10.1pp | 17.84%-9.2pp | 148.84%-140.2pp |
| Employer contribution / active EE | $9,138 | $4,489+103.5% | $3,764+142.8% | $4,248+115.1% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $78,958 | $16,005+393.3% | $13,095+503.0% | $14,480+445.3% |