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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 | $94,392 | $93,346+1.1% | $71,796+31.5% | $273,972-65.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 2.31% | 130.39%-128.1pp | 78.04%-75.7pp | 41.46%-39.1pp |
| Employer contribution / active EE | $23,010 | $2,733+741.8% | $1,924+1095.7% | $4,869+372.6% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $678 | $6,571-89.7% | $4,815-85.9% | $10,133-93.3% |