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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 | $26,770 | $45,152-40.7% | $73,836-63.7% | $59,633-55.1% |
| Participation rate | 81.5% | 64.0%+17.5pp | 73.4%+8.0pp | 68.7%+12.8pp |
| Annual return | 0.05% | 27.40%-27.4pp | 2268.06%-2268.0pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,469 | $2,573-42.9% | $3,583-59.0% | $3,192-54.0% |
| Admin fee / account holder | $16,839 | $3,515+379.1% | $4,882+244.9% | $4,297+291.9% |