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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 | $59,244 | $166,268-64.4% | $165,100-64.1% | $145,897-59.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.09% | 100.52%-85.4pp | 70.21%-55.1pp | 552.29%-537.2pp |
| Employer contribution / active EE | $2,500 | $5,284-52.7% | $4,348-42.5% | $4,663-46.4% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $92,266 | $16,659+453.8% | $12,696+626.8% | $13,390+589.0% |