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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 | $165,902 | $81,664+103.2% | $70,476+135.4% | $158,966+4.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 15.87% | 208.59%-192.7pp | 109.12%-93.2pp | 302.95%-287.1pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $15,067 | $4,556+230.7% | $3,710+306.1% | $5,983+151.8% |
| Admin fee / account holder | $1,651 | $6,197-73.4% | $3,847-57.1% | $11,250-85.3% |