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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 | $47,332 | $39,162+20.9% | $100,671-53.0% | $59,633-20.6% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | 1.62% | 21.07%-19.5pp | 20.43%-18.8pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $4,708 | $1,151+309.2% | $4,012+17.4% | $2,203+113.8% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $3,144-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,091 | $2,969-29.6% | $4,850-56.9% | $4,297-51.3% |