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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 | $34,734 | $54,380-36.1% | $68,509-49.3% | $59,633-41.8% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 0.25% | 2.83%-2.6pp | 8.27%-8.0pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $4,154 | $1,539+170.0% | $2,278+82.4% | $2,203+88.6% |
| Participant deferral / active EE | $2,722 | $2,643+3.0% | $3,382-19.5% | $3,192-14.7% |
| Admin fee / account holder | $4,654 | $3,885+19.8% | $5,275-11.8% | $4,297+8.3% |