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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 | $50,659 | $84,518-40.1% | $67,704-25.2% | $125,389-59.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 0.71% | 2.57%-1.9pp | 25.41%-24.7pp | 282.24%-281.5pp |
| Employer contribution / active EE | $2,954 | $3,292-10.3% | $2,559+15.4% | $4,866-39.3% |
| Participant deferral / active EE | $6,807 | $4,430+53.7% | $3,585+89.8% | $5,352+27.2% |
| Admin fee / account holder | $133,938 | $5,340+2408.0% | $4,255+3047.8% | $9,541+1303.8% |