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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 | $231,745 | $69,541+233.3% | $59,899+286.9% | $135,380+71.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 1.59% | 7.95%-6.4pp | 3.46%-1.9pp | 519.81%-518.2pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $12,978 | $4,206+208.6% | $3,402+281.4% | $5,609+131.4% |
| Admin fee / account holder | $37,404 | $5,737+552.0% | $3,592+941.2% | $10,828+245.4% |