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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 | $218,541 | $167,415+30.5% | $140,514+55.5% | $198,609+10.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 7.75% | 13.85%-6.1pp | 14.36%-6.6pp | 202.70%-194.9pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,500 | $5,579-55.2% | $4,919-49.2% | $6,977-64.2% |
| Admin fee / account holder | $56,014 | $16,730+234.8% | $13,697+308.9% | $19,030+194.3% |