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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 | $136,847 | $53,837+154.2% | $75,714+80.7% | $85,847+59.4% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 14.55% | 24.54%-10.0pp | 104.62%-90.1pp | 318.61%-304.1pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $14,203 | $2,895+390.5% | $3,820+271.7% | $3,952+259.4% |
| Admin fee / account holder | $1,972 | $3,339-41.0% | $3,619-45.5% | $6,261-68.5% |