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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 | $80,837 | $97,881-17.4% | $80,004+1.0% | $125,388-35.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | 1.32% | 9.36%-8.0pp | 7.63%-6.3pp | 282.24%-280.9pp |
| Employer contribution / active EE | $1,646 | $3,128-47.4% | $2,473-33.4% | $4,866-66.2% |
| Participant deferral / active EE | $832 | $3,744-77.8% | $3,204-74.0% | $5,352-84.4% |
| Admin fee / account holder | $52,118 | $6,278+730.2% | $5,033+935.4% | $9,541+446.3% |