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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 | $64,632 | $52,911+22.2% | $73,309-11.8% | $59,633+8.4% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | 1.08% | 12.20%-11.1pp | 5.67%-4.6pp | 2041.40%-2040.3pp |
| Employer contribution / active EE | $867 | $1,909-54.6% | $3,237-73.2% | $2,203-60.6% |
| Participant deferral / active EE | $6,192 | $4,069+52.2% | $4,991+24.1% | $3,192+94.0% |
| Admin fee / account holder | $641 | $3,835-83.3% | $5,635-88.6% | $4,297-85.1% |