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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 | $209,666 | $81,870+156.1% | $119,634+75.3% | $68,490+206.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 89.47% | -23.82%+113.3pp | -14.98%+104.5pp | -7.85%+97.3pp |
| Employer contribution / active EE | $1,600 | $2,692-40.6% | $4,232-62.2% | $2,597-38.4% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $22,713 | $6,583+245.0% | $10,329+119.9% | $5,403+320.4% |