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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 | $77,250 | $113,941-32.2% | $94,229-18.0% | $125,389-38.4% |
| Participation rate | 94.1% | 82.9%+11.2pp | 78.8%+15.3pp | 83.2%+10.9pp |
| Annual return | 1.35% | 5.29%-3.9pp | 10.68%-9.3pp | 282.24%-280.9pp |
| Employer contribution / active EE | $1,970 | $4,727-58.3% | $3,587-45.1% | $4,866-59.5% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $16,391 | $8,392+95.3% | $6,269+161.4% | $9,541+71.8% |