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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 | $165,791 | $112,184+47.8% | - | $145,884+13.6% |
| Participation rate | 100.0% | 68.9%+31.1pp | - | 80.3%+19.7pp |
| Annual return | 17.26% | 21.73%-4.5pp | - | 551.85%-534.6pp |
| Employer contribution / active EE | $0 | $5,728-100.0% | - | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,637-100.0% | - | $6,690-100.0% |
| Admin fee / account holder | $1,541 | $6,256-75.4% | - | $13,392-88.5% |