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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 | $35,438 | $61,755-42.6% | $97,161-63.5% | $80,911-56.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 13.91% | -557.90%+571.8pp | 75.36%-61.4pp | 35.63%-21.7pp |
| Employer contribution / active EE | $1,698 | $1,835-7.4% | $2,723-37.6% | $2,756-38.4% |
| Participant deferral / active EE | $2,684 | $3,026-11.3% | $4,265-37.1% | $4,297-37.5% |
| Admin fee / account holder | $9,120 | $5,166+76.5% | $5,647+61.5% | $6,935+31.5% |