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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 | $55,001 | $72,177-23.8% | $115,038-52.2% | $59,633-7.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.11% | 12.02%-11.9pp | 26.14%-26.0pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $7,952 | $2,841+179.9% | $4,608+72.6% | $2,203+261.0% |
| Participant deferral / active EE | $5,987 | $4,783+25.2% | $6,026-0.6% | $3,192+87.6% |
| Admin fee / account holder | $2,423 | $4,927-50.8% | $8,175-70.4% | $4,297-43.6% |