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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 | $86,489 | $78,694+9.9% | $67,652+27.8% | $125,389-31.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 0.75% | 9.46%-8.7pp | 6625.40%-6624.6pp | 282.24%-281.5pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $20,814 | $4,292+384.9% | $3,560+484.7% | $5,352+288.9% |
| Admin fee / account holder | $12,836 | $7,403+73.4% | $4,821+166.3% | $9,541+34.5% |