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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 | $79,097 | $78,694+0.5% | $67,652+16.9% | $125,389-36.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 0.38% | 9.46%-9.1pp | 6625.40%-6625.0pp | 282.24%-281.9pp |
| Employer contribution / active EE | $3,025 | $3,044-0.6% | $2,266+33.5% | $4,866-37.8% |
| Participant deferral / active EE | $2,017 | $4,292-53.0% | $3,560-43.3% | $5,352-62.3% |
| Admin fee / account holder | $32,953 | $7,403+345.1% | $4,821+583.6% | $9,541+245.4% |