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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 | $54,894 | $45,438+20.8% | $80,004-31.4% | $59,633-7.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 73.0%+27.0pp | 68.7%+31.3pp |
| Annual return | -1.97% | 5.10%-7.1pp | 7.63%-9.6pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $3,488 | $1,236+182.2% | $2,473+41.1% | $2,203+58.3% |
| Participant deferral / active EE | $0 | $2,231-100.0% | $3,204-100.0% | $3,192-100.0% |
| Admin fee / account holder | $749 | $3,464-78.4% | $5,033-85.1% | $4,297-82.6% |