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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 | $198,473 | $124,351+59.6% | $109,188+81.8% | $167,553+18.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.87% | 26.04%-13.2pp | 25.76%-12.9pp | 478.89%-466.0pp |
| Employer contribution / active EE | $2,550 | $4,210-39.4% | $3,723-31.5% | $4,840-47.3% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $18,041 | $7,975+126.2% | $6,755+167.1% | $12,316+46.5% |