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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 | $108,907 | $51,207+112.7% | $70,565+54.3% | $75,177+44.9% |
| Participation rate | 95.0% | 61.0%+34.0pp | 68.4%+26.6pp | 67.2%+27.8pp |
| Annual return | 0.00% | 30.05%-30.1pp | 32.79%-32.8pp | 160.75%-160.8pp |
| Employer contribution / active EE | $10,108 | $1,826+453.4% | $2,976+239.7% | $2,671+278.4% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,223 | $4,097-45.7% | $6,430-65.4% | $5,651-60.7% |