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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 | $122,411 | $52,911+131.4% | $73,309+67.0% | $59,633+105.3% |
| Participation rate | 84.2% | 68.2%+16.0pp | 74.9%+9.3pp | 68.7%+15.5pp |
| Annual return | 2.84% | 12.20%-9.4pp | 5.67%-2.8pp | 2041.40%-2038.6pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,304 | $4,069+79.5% | $4,991+46.3% | $3,192+128.9% |
| Admin fee / account holder | $22,955 | $3,835+498.6% | $5,635+307.4% | $4,297+434.2% |