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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 | $44,473 | $95,188-53.3% | $76,518-41.9% | $135,380-67.1% |
| Participation rate | 81.8% | 74.4%+7.4pp | 68.0%+13.8pp | 82.6%-0.8pp |
| Annual return | 9.58% | 4.85%+4.7pp | -0.27%+9.8pp | 519.81%-510.2pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $816 | $4,640-82.4% | $3,836-78.7% | $5,609-85.4% |
| Admin fee / account holder | $112,014 | $6,249+1692.5% | $4,849+2210.3% | $10,828+934.5% |