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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 | $100,854 | $54,380+85.5% | $68,509+47.2% | $59,633+69.1% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 1.83% | 2.83%-1.0pp | 8.27%-6.4pp | 2041.45%-2039.6pp |
| Employer contribution / active EE | $10,656 | $1,539+592.6% | $2,278+367.8% | $2,203+383.8% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $28,603 | $3,885+636.2% | $5,275+442.3% | $4,297+565.7% |