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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 | $86,466 | $54,380+59.0% | $68,509+26.2% | $59,632+45.0% |
| Participation rate | 97.4% | 70.2%+27.2pp | 74.7%+22.7pp | 68.7%+28.8pp |
| Annual return | 0.03% | 2.83%-2.8pp | 8.27%-8.2pp | 2041.32%-2041.3pp |
| Employer contribution / active EE | $1,048 | $1,539-31.9% | $2,278-54.0% | $2,203-52.4% |
| Participant deferral / active EE | $1,855 | $2,643-29.8% | $3,382-45.1% | $3,192-41.9% |
| Admin fee / account holder | $12,749 | $3,885+228.1% | $5,275+141.7% | $4,297+196.7% |