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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 | $199,863 | $90,486+120.9% | $78,676+154.0% | $273,972-27.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.01% | 75.62%-71.6pp | 62.19%-58.2pp | 41.46%-37.4pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $13,275 | $3,901+240.3% | $3,517+277.5% | $5,287+151.1% |
| Admin fee / account holder | $58,654 | $5,263+1014.4% | $4,510+1200.5% | $10,133+478.9% |