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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 | $61,182 | $92,743-34.0% | $82,744-26.1% | $134,532-54.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.35% | 946.63%-946.3pp | 702.22%-701.9pp | 418.27%-417.9pp |
| Employer contribution / active EE | $2,067 | $3,273-36.8% | $3,008-31.3% | $4,741-56.4% |
| Participant deferral / active EE | $8,869 | $4,802+84.7% | $4,395+101.8% | $6,401+38.6% |
| Admin fee / account holder | $42,637 | $5,977+613.3% | $5,325+700.7% | $11,429+273.1% |