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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 | $51,367 | $113,941-54.9% | $94,229-45.5% | $125,389-59.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.81% | 5.29%-4.5pp | 10.68%-9.9pp | 282.24%-281.4pp |
| Employer contribution / active EE | $2,436 | $4,727-48.5% | $3,587-32.1% | $4,866-49.9% |
| Participant deferral / active EE | $9,844 | $5,179+90.1% | $4,320+127.9% | $5,352+84.0% |
| Admin fee / account holder | $109,825 | $8,392+1208.8% | $6,269+1651.8% | $9,541+1051.1% |