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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 | $25,503 | $52,884-51.8% | $84,753-69.9% | $55,167-53.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 5.19% | 18.03%-12.8pp | 22.78%-17.6pp | 169.23%-164.0pp |
| Employer contribution / active EE | $3,933 | $2,233+76.1% | $3,574+10.0% | $1,963+100.4% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $5,868 | $581+910.5% | $5,333+10.0% | $504+1064.5% |