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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 | $59,792 | $95,188-37.2% | $76,518-21.9% | $135,380-55.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 2.55% | 4.85%-2.3pp | -0.27%+2.8pp | 519.81%-517.3pp |
| Employer contribution / active EE | $10,541 | $3,303+219.2% | $2,647+298.2% | $4,779+120.6% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $20,690 | $6,249+231.1% | $4,849+326.7% | $10,828+91.1% |