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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 | $221,569 | $70,121+216.0% | $63,803+247.3% | $138,895+59.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 12.45% | 946.48%-934.0pp | 543.72%-531.3pp | 145.39%-132.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $906 | $4,535-80.0% | $3,843-76.4% | $6,396-85.8% |
| Admin fee / account holder | $19,122 | $6,738+183.8% | $5,196+268.0% | $12,562+52.2% |