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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 | $43,177 | $72,177-40.2% | $115,038-62.5% | $59,633-27.6% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.31% | 12.02%-13.3pp | 26.14%-27.5pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $4,422 | $2,841+55.7% | $4,608-4.0% | $2,203+100.8% |
| Participant deferral / active EE | $6,067 | $4,783+26.8% | $6,026+0.7% | $3,192+90.1% |
| Admin fee / account holder | $1,251 | $4,927-74.6% | $8,175-84.7% | $4,297-70.9% |