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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 | $126,113 | $58,241+116.5% | $81,780+54.2% | $80,911+55.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 14.06% | 41.73%-27.7pp | 776.27%-762.2pp | 35.63%-21.6pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,777 | $3,283+45.5% | $4,321+10.6% | $4,297+11.2% |
| Admin fee / account holder | $2,682 | $4,973-46.1% | $7,384-63.7% | $6,935-61.3% |