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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 | $212,030 | $103,393+105.1% | $87,103+143.4% | $152,909+38.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 13.12% | 28.10%-15.0pp | 28.19%-15.1pp | 345.46%-332.3pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,574 | $4,778-4.3% | $4,049+13.0% | $5,851-21.8% |
| Admin fee / account holder | $97,999 | $12,195+703.6% | $7,491+1208.1% | $11,601+744.8% |