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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 | $239,311 | $95,406+150.8% | $185,849+28.8% | $85,847+178.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.31% | 23.59%-11.3pp | 122.10%-109.8pp | 318.61%-306.3pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,506 | $3,424-56.0% | $5,569-73.0% | $3,952-61.9% |
| Admin fee / account holder | $55,678 | $7,214+671.8% | $16,244+242.8% | $6,261+789.3% |