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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 | $106,339 | $78,694+35.1% | $67,653+57.2% | $125,388-15.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 0.01% | 9.46%-9.4pp | 6625.22%-6625.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,565 | $3,044-48.6% | $2,266-30.9% | $4,866-67.8% |
| Participant deferral / active EE | $2,120 | $4,292-50.6% | $3,560-40.4% | $5,352-60.4% |
| Admin fee / account holder | $1,139 | $7,403-84.6% | $4,821-76.4% | $9,541-88.1% |