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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 | $88,351 | $58,258+51.7% | $81,820+8.0% | $80,925+9.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 19.14% | 41.76%-22.6pp | 777.93%-758.8pp | 35.65%-16.5pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,463 | $3,284-55.5% | $4,323-66.2% | $4,299-66.0% |
| Admin fee / account holder | $2,342 | $4,976-52.9% | $7,391-68.3% | $6,940-66.3% |