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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 | $65,673 | $105,960-38.0% | $81,726-19.6% | $158,982-58.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 29.44% | 38.19%-8.7pp | 29.49%-0.1pp | 302.99%-273.6pp |
| Employer contribution / active EE | $2,004 | $7,805-74.3% | $4,311-53.5% | $4,763-57.9% |
| Participant deferral / active EE | $0 | $13,011-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $42,140 | $8,494+396.1% | $5,160+716.7% | $11,252+274.5% |