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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 | $123,144 | $58,234+111.5% | $81,783+50.6% | $80,874+52.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 13.80% | 41.70%-27.9pp | 775.05%-761.2pp | 35.62%-21.8pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $13,931 | $3,283+324.4% | $4,320+222.4% | $4,297+224.2% |
| Admin fee / account holder | $435 | $4,982-91.3% | $7,380-94.1% | $6,935-93.7% |