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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 | $243,897 | $108,201+125.4% | $77,498+214.7% | $158,931+53.5% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 17.33% | 31.68%-14.3pp | 54.79%-37.5pp | 302.86%-285.5pp |
| Employer contribution / active EE | $491 | $1,325-62.9% | $987-50.2% | $4,761-89.7% |
| Participant deferral / active EE | $0 | $2,457-100.0% | $1,861-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,192 | $3,709-67.9% | $2,858-58.3% | $11,247-89.4% |