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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 | $60,216 | $93,346-35.5% | $71,796-16.1% | $273,972-78.0% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.1%+16.6pp | 83.0%+2.7pp |
| Annual return | 2.87% | 130.39%-127.5pp | 78.04%-75.2pp | 41.46%-38.6pp |
| Employer contribution / active EE | $2,037 | $2,733-25.5% | $1,924+5.9% | $4,869-58.2% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $322,409 | $6,571+4806.8% | $4,815+6596.0% | $10,133+3081.9% |