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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 | $49,924 | $40,264+24.0% | $57,349-12.9% | $59,633-16.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.46% | 27.51%-26.1pp | 24.40%-22.9pp | 2041.40%-2039.9pp |
| Employer contribution / active EE | $4,043 | $1,922+110.4% | $2,689+50.4% | $2,203+83.6% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $6,301 | $2,819+123.5% | $3,356+87.8% | $4,297+46.6% |