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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 | $141,013 | $118,496+19.0% | $98,461+43.2% | $139,466+1.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 14.10% | 18.96%-4.9pp | 21.17%-7.1pp | 373.66%-359.6pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,095 | $5,393+50.1% | $4,738+70.8% | $6,712+20.6% |
| Admin fee / account holder | $94,445 | $14,056+571.9% | $8,961+954.0% | $11,409+727.8% |