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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 | $122,397 | $91,179+34.2% | $178,499-31.4% | $79,852+53.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.21% | 24.19%-12.0pp | 151.10%-138.9pp | 31.72%-19.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,299 | $3,236+32.9% | $5,202-17.4% | $3,740+14.9% |
| Admin fee / account holder | $1,150 | $6,749-83.0% | $13,986-91.8% | $5,306-78.3% |