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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 | $44,525 | $56,197-20.8% | $67,652-34.2% | $59,633-25.3% |
| Participation rate | 93.8% | 71.5%+22.3pp | 75.7%+18.1pp | 68.7%+25.1pp |
| Annual return | 0.15% | 18508.10%-18507.9pp | 6625.40%-6625.2pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,894 | $2,844+1.8% | $3,560-18.7% | $3,192-9.3% |
| Admin fee / account holder | $1,643 | $3,958-58.5% | $4,821-65.9% | $4,297-61.8% |