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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 | $153,574 | $95,415+61.0% | $185,851-17.4% | $85,851+78.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.00% | 23.59%-7.6pp | 122.11%-106.1pp | 318.63%-302.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,910 | $3,424+101.8% | $5,569+24.1% | $3,952+74.8% |
| Admin fee / account holder | $46,255 | $7,215+541.1% | $16,245+184.7% | $6,261+638.8% |