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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 | $98,576 | $78,694+25.3% | $67,652+45.7% | $125,389-21.4% |
| Participation rate | 92.3% | 78.8%+13.5pp | 75.7%+16.6pp | 83.2%+9.1pp |
| Annual return | 1.00% | 9.46%-8.5pp | 6625.40%-6624.4pp | 282.24%-281.2pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,282 | $4,292-23.5% | $3,560-7.8% | $5,352-38.7% |
| Admin fee / account holder | $2,620 | $7,403-64.6% | $4,821-45.6% | $9,541-72.5% |