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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 | $184,512 | $93,346+97.7% | $71,796+157.0% | $273,972-32.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 3.51% | 130.39%-126.9pp | 78.04%-74.5pp | 41.46%-37.9pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,491 | $3,475-57.1% | $2,794-46.6% | $5,287-71.8% |
| Admin fee / account holder | $11,344 | $6,571+72.6% | $4,815+135.6% | $10,133+12.0% |