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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 | $22,000 | $45,438-51.6% | $80,004-72.5% | $59,633-63.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 73.0%+27.0pp | 68.7%+31.3pp |
| Annual return | 5.40% | 5.10%+0.3pp | 7.63%-2.2pp | 2041.45%-2036.0pp |
| Employer contribution / active EE | $2,451 | $1,236+98.3% | $2,473-0.9% | $2,203+11.3% |
| Participant deferral / active EE | $5,026 | $2,231+125.3% | $3,204+56.9% | $3,192+57.5% |
| Admin fee / account holder | $3,425 | $3,464-1.1% | $5,033-31.9% | $4,297-20.3% |