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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 | $103,823 | $49,239+110.9% | $70,462+47.3% | $79,858+30.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 11.79% | 30.08%-18.3pp | 109.08%-97.3pp | 31.72%-19.9pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,956 | $2,769-29.4% | $3,710-47.3% | $3,740-47.7% |
| Admin fee / account holder | $19,328 | $2,876+572.0% | $3,845+402.6% | $5,306+264.3% |