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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 | $83,692 | $61,789+35.4% | $97,167-13.9% | $80,874+3.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 18.57% | -557.90%+576.5pp | 75.27%-56.7pp | 35.62%-17.0pp |
| Employer contribution / active EE | $13,452 | $1,837+632.5% | $2,729+392.9% | $2,756+388.1% |
| Participant deferral / active EE | $0 | $3,028-100.0% | $4,264-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,118 | $5,168-20.3% | $5,650-27.1% | $6,935-40.6% |