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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 | $105,929-38.0% | $81,926-19.8% | $158,950-58.7% |
| 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 | 302.91%-273.5pp |
| Employer contribution / active EE | $2,004 | $7,802-74.3% | $4,310-53.5% | $4,762-57.9% |
| Participant deferral / active EE | $0 | $13,007-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $42,140 | $8,492+396.2% | $5,159+716.9% | $11,248+274.6% |