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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 | $202,389 | $82,882+144.2% | $127,803+58.4% | $72,976+177.3% |
| Participation rate | 86.3% | 71.5%+14.8pp | 79.0%+7.3pp | 69.5%+16.8pp |
| Annual return | 0.00% | 32.20%-32.2pp | 26.14%-26.1pp | 81.02%-81.0pp |
| Employer contribution / active EE | $0 | $3,346-100.0% | $4,576-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,646 | $4,791+122.2% | $6,023+76.7% | $3,608+195.1% |
| Admin fee / account holder | $15,884 | $6,487+144.8% | $9,399+69.0% | $5,124+210.0% |