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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 | $18,643 | $97,020-80.8% | $83,322-77.6% | $135,379-86.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.13% | 12.31%-12.2pp | 10.64%-10.5pp | 519.79%-519.7pp |
| Employer contribution / active EE | $2,654 | $4,144-35.9% | $3,379-21.4% | $4,779-44.5% |
| Participant deferral / active EE | $8,808 | $5,964+47.7% | $5,565+58.3% | $5,609+57.0% |
| Admin fee / account holder | $47,618 | $8,426+465.1% | $7,540+531.6% | $10,828+339.8% |