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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 | $51,361 | $78,670-34.7% | $109,173-53.0% | $85,847-40.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 11.84% | 25.09%-13.3pp | 25.75%-13.9pp | 318.61%-306.8pp |
| Employer contribution / active EE | $9,581 | $2,734+250.5% | $3,723+157.4% | $2,565+273.5% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,525 | $5,469+37.6% | $6,755+11.4% | $6,261+20.2% |