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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 | $68,168 | $54,380+25.4% | $68,509-0.5% | $59,633+14.3% |
| Participation rate | 83.1% | 70.2%+12.9pp | 74.7%+8.3pp | 68.7%+14.4pp |
| Annual return | 0.55% | 2.83%-2.3pp | 8.27%-7.7pp | 2041.40%-2040.9pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,711 | $2,643+78.2% | $3,382+39.3% | $3,192+47.6% |
| Admin fee / account holder | $9,660 | $3,885+148.6% | $5,275+83.1% | $4,297+124.8% |