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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 | $53,653 | $45,152+18.8% | $73,836-27.3% | $59,633-10.0% |
| Participation rate | 90.9% | 64.0%+26.9pp | 73.4%+17.5pp | 68.7%+22.2pp |
| Annual return | 1.25% | 27.40%-26.2pp | 2268.06%-2266.8pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,880 | $2,573-26.9% | $3,583-47.5% | $3,192-41.1% |
| Admin fee / account holder | $1,502 | $3,515-57.3% | $4,882-69.2% | $4,297-65.1% |