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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 | $220,397 | $126,661+74.0% | $113,397+94.4% | $138,895+58.7% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.5%-76.5pp | 79.9%-79.9pp |
| Annual return | 12.06% | 25.05%-13.0pp | 23.20%-11.1pp | 145.39%-133.3pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $67,841 | $14,549+366.3% | $11,957+467.4% | $12,562+440.0% |