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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 | $59,527 | $62,589-4.9% | $76,768-22.5% | $64,173-7.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 62.36% | -1.95%+64.3pp | 2.43%+59.9pp | 7.63%+54.7pp |
| Employer contribution / active EE | $17,011 | $1,832+828.5% | $2,485+584.5% | $2,381+614.5% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,145 | $4,667-54.0% | $6,675-67.9% | $4,887-56.1% |