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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 | $49,106 | $141,004-65.2% | $112,273-56.3% | $139,466-64.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.48% | 32.75%-13.3pp | 30.23%-10.7pp | 373.66%-354.2pp |
| Employer contribution / active EE | $2,105 | $4,285-50.9% | $3,431-38.6% | $4,754-55.7% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,712-100.0% |
| Admin fee / account holder | $18,682 | $9,959+87.6% | $7,752+141.0% | $11,409+63.8% |