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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 | $40,435 | $45,152-10.4% | $73,836-45.2% | $59,633-32.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.09% | 27.40%-27.3pp | 2268.06%-2268.0pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $2,030 | $1,901+6.8% | $2,787-27.2% | $2,203-7.8% |
| Participant deferral / active EE | $3,245 | $2,573+26.1% | $3,583-9.4% | $3,192+1.7% |
| Admin fee / account holder | $15,335 | $3,515+336.3% | $4,882+214.1% | $4,297+256.9% |