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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 | $47,545 | $45,566+4.3% | $64,105-25.8% | $59,633-20.3% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | 0.06% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $5,549 | $934+494.0% | $1,820+204.9% | $2,203+151.9% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $483 | $3,268-85.2% | $4,499-89.3% | $4,297-88.8% |