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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 | $103,664 | $78,694+31.7% | $67,652+53.2% | $125,389-17.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 0.21% | 9.46%-9.2pp | 6625.40%-6625.2pp | 282.24%-282.0pp |
| Employer contribution / active EE | $2,926 | $3,044-3.9% | $2,266+29.1% | $4,866-39.9% |
| Participant deferral / active EE | $3,308 | $4,292-22.9% | $3,560-7.1% | $5,352-38.2% |
| Admin fee / account holder | $3,361 | $7,403-54.6% | $4,821-30.3% | $9,541-64.8% |