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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 | $64,156 | $53,774+19.3% | $134,162-52.2% | $79,856-19.7% |
| Participation rate | 97.6% | 58.8%+38.8pp | 72.2%+25.4pp | 69.6%+27.9pp |
| Annual return | 0.00% | 19.01%-19.0pp | 36.35%-36.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $583 | $1,322-55.9% | $3,705-84.3% | $2,471-76.4% |
| Participant deferral / active EE | $1,783 | $2,420-26.3% | $3,500-49.1% | $3,741-52.3% |
| Admin fee / account holder | $11,907 | $3,985+198.8% | $6,685+78.1% | $5,306+124.4% |