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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 | $64,536 | $39,798+62.2% | $67,704-4.7% | $59,633+8.2% |
| Participation rate | 70.0% | 57.4%+12.6pp | 67.5%+2.5pp | 68.7%+1.3pp |
| Annual return | 0.89% | 89.94%-89.0pp | 25.41%-24.5pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $174 | $1,393-87.5% | $2,559-93.2% | $2,203-92.1% |
| Participant deferral / active EE | $2,011 | $2,335-13.9% | $3,585-43.9% | $3,192-37.0% |
| Admin fee / account holder | $10,771 | $3,212+235.4% | $4,255+153.1% | $4,297+150.7% |