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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 | $53,201 | $103,957-48.8% | $69,182-23.1% | $273,968-80.6% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 4.62% | 35.28%-30.7pp | -21.94%+26.6pp | 41.45%-36.8pp |
| Employer contribution / active EE | $3,546 | $1,781+99.1% | $1,205+194.2% | $4,869-27.2% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,896-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,082 | $3,671-43.3% | $2,697-22.8% | $10,132-79.5% |