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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 | $73,308 | $75,832-3.3% | $147,617-50.3% | $59,633+22.9% |
| Participation rate | 94.3% | 71.6%+22.7pp | 84.6%+9.6pp | 68.7%+25.6pp |
| Annual return | 1.50% | 0.37%+1.1pp | 61.98%-60.5pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $2,605 | $3,485-25.2% | $5,564-53.2% | $2,203+18.3% |
| Participant deferral / active EE | $2,875 | $3,131-8.2% | $4,895-41.3% | $3,192-9.9% |
| Admin fee / account holder | $111,667 | $5,986+1765.6% | $11,612+861.7% | $4,297+2498.8% |