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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 | $61,816-42.7% | $97,260-63.6% | $80,935-56.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 13.91% | -558.73%+572.6pp | 75.54%-61.6pp | 35.66%-21.7pp |
| Employer contribution / active EE | $1,698 | $1,836-7.5% | $2,721-37.6% | $2,757-38.4% |
| Participant deferral / active EE | $2,684 | $3,027-11.3% | $4,262-37.0% | $4,299-37.6% |
| Admin fee / account holder | $9,120 | $5,166+76.6% | $5,640+61.7% | $6,924+31.7% |