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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 | $65,392 | $75,832-13.8% | $147,617-55.7% | $59,633+9.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.58% | 0.37%+0.2pp | 61.98%-61.4pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $2,003 | $3,485-42.5% | $5,564-64.0% | $2,203-9.0% |
| Participant deferral / active EE | $4,773 | $3,131+52.5% | $4,895-2.5% | $3,192+49.6% |
| Admin fee / account holder | $1,466 | $5,986-75.5% | $11,612-87.4% | $4,297-65.9% |