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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 | $160,946 | $99,079+62.4% | $78,002+106.3% | $273,972-41.3% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.5%+16.1pp | 83.0%+8.7pp |
| Annual return | 3.37% | 217.93%-214.6pp | 425.99%-422.6pp | 41.46%-38.1pp |
| Employer contribution / active EE | $1,500 | $3,308-54.7% | $2,470-39.3% | $4,869-69.2% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $17,460 | $8,954+95.0% | $5,481+218.6% | $10,133+72.3% |