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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 | $152,583 | $50,082+204.7% | $93,515+63.2% | $79,856+91.1% |
| Participation rate | 100.0% | 60.9%+39.1pp | 66.8%+33.2pp | 69.6%+30.4pp |
| Annual return | 14.93% | 24.59%-9.7pp | 78.21%-63.3pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,493 | $1,303+14.6% | $2,077-28.1% | $2,471-39.6% |
| Participant deferral / active EE | $0 | $2,212-100.0% | $3,129-100.0% | $3,741-100.0% |
| Admin fee / account holder | $31,949 | $3,454+825.0% | $5,235+510.3% | $5,306+502.1% |