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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 | $210,039 | $73,019+187.7% | $90,766+131.4% | $68,490+206.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | 49.96% | -13.81%+63.8pp | -12.16%+62.1pp | -7.85%+57.8pp |
| Employer contribution / active EE | $799 | $2,193-63.6% | $2,922-72.7% | $2,597-69.2% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $17,152 | $5,897+190.9% | $8,446+103.1% | $5,403+217.5% |