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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 | $84,872 | $52,678+61.1% | $75,784+12.0% | $59,633+42.3% |
| Participation rate | 97.2% | 67.2%+30.0pp | 75.8%+21.4pp | 68.7%+28.6pp |
| Annual return | -0.69% | 2.95%-3.6pp | 9.68%-10.4pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $2,500 | $2,193+14.0% | $3,323-24.8% | $2,203+13.5% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $19,710 | $3,610+446.0% | $5,300+271.9% | $4,297+358.7% |