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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 | $70,340 | $50,947+38.1% | $74,551-5.6% | $64,173+9.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 0.33% | -1.85%+2.2pp | 32.53%-32.2pp | 7.63%-7.3pp |
| Employer contribution / active EE | $11,361 | $1,115+918.6% | $1,961+479.4% | $2,381+377.2% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,722 | $4,221-59.2% | $5,059-66.0% | $4,887-64.8% |