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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 | $123,452 | $91,179+35.4% | $178,499-30.8% | $79,852+54.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.49% | 24.19%-6.7pp | 151.10%-133.6pp | 31.72%-14.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,573 | $3,236+41.3% | $5,202-12.1% | $3,740+22.3% |
| Admin fee / account holder | $4,371 | $6,749-35.2% | $13,986-68.7% | $5,306-17.6% |