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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 | $97,669 | $65,704+48.6% | $94,229+3.7% | $59,633+63.8% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 0.35% | 5.22%-4.9pp | 10.68%-10.3pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $2,944 | $2,021+45.7% | $3,587-17.9% | $2,203+33.7% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $9,774 | $4,265+129.2% | $6,269+55.9% | $4,297+127.5% |