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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 | $78,466 | $99,652-21.3% | $78,778-0.4% | $147,586-46.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.64% | 47.28%-29.6pp | 35.62%-18.0pp | 578.59%-561.0pp |
| Employer contribution / active EE | $1,272 | $2,796-54.5% | $1,986-35.9% | $4,876-73.9% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $19,916 | $7,155+178.3% | $5,134+287.9% | $10,886+83.0% |