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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 | $99,852 | $53,127+87.9% | $86,587+15.3% | $70,131+42.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.31% | 27.66%-13.4pp | 964.86%-950.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,715 | $2,696+186.2% | $3,609+113.8% | $3,332+131.5% |
| Admin fee / account holder | $17,410 | $3,585+385.6% | $4,906+254.9% | $4,645+274.8% |