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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 | $110,602 | $39,162+182.4% | $100,671+9.9% | $59,633+85.5% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | 0.93% | 21.07%-20.1pp | 20.43%-19.5pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $10,364 | $1,992+420.3% | $3,144+229.7% | $3,192+224.7% |
| Admin fee / account holder | $1,469 | $2,969-50.5% | $4,850-69.7% | $4,297-65.8% |