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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 | $123,661 | $45,087+174.3% | $69,483+78.0% | $72,976+69.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 15.28% | 22.67%-7.4pp | 28.99%-13.7pp | 81.02%-65.7pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,113 | $2,603+173.2% | $3,537+101.1% | $3,608+97.1% |
| Admin fee / account holder | $1,441 | $3,057-52.9% | $3,841-62.5% | $5,124-71.9% |