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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 | $184,044 | $73,546+150.2% | $63,018+192.0% | $147,586+24.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.23% | 175.56%-163.3pp | 87.62%-75.4pp | 578.59%-566.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,535 | $4,185-39.4% | $3,330-23.9% | $5,439-53.4% |
| Admin fee / account holder | $11,755 | $5,956+97.4% | $3,601+226.5% | $10,886+8.0% |