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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 | $221,879 | $109,411+102.8% | $89,435+148.1% | $158,982+39.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 12.73% | 345.68%-332.9pp | 245.55%-232.8pp | 302.99%-290.3pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $22,750 | $4,600+394.6% | $3,890+484.8% | $5,983+280.2% |
| Admin fee / account holder | $3,588 | $6,159-41.7% | $4,884-26.6% | $11,252-68.1% |