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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 | $14,567 | $57,072-74.5% | - | $125,389-88.4% |
| Participation rate | 100.0% | 73.1%+26.9pp | - | 83.2%+16.8pp |
| Annual return | 0.08% | 36.57%-36.5pp | - | 282.24%-282.2pp |
| Employer contribution / active EE | $2,109 | $3,605-41.5% | - | $4,866-56.7% |
| Participant deferral / active EE | $2,475 | $3,350-26.1% | - | $5,352-53.8% |
| Admin fee / account holder | $3,524 | $2,644+33.3% | - | $9,541-63.1% |