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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 | $69,140 | $41,854+65.2% | $73,835-6.4% | $52,331+32.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | 1.78% | 2.11%-0.3pp | 2268.13%-2266.3pp | 4.54%-2.8pp |
| Employer contribution / active EE | $4,298 | $1,920+123.8% | $2,788+54.2% | $1,882+128.4% |
| Participant deferral / active EE | $0 | $2,498-100.0% | $3,583-100.0% | $3,022-100.0% |
| Admin fee / account holder | $2,446 | $493+396.5% | $4,880-49.9% | $592+313.4% |