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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 | $101,381 | $45,438+123.1% | $80,004+26.7% | $59,633+70.0% |
| Participation rate | 79.4% | 63.7%+15.7pp | 73.0%+6.4pp | 68.7%+10.7pp |
| Annual return | 0.13% | 5.10%-5.0pp | 7.63%-7.5pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $3,676 | $1,236+197.5% | $2,473+48.7% | $2,203+66.9% |
| Participant deferral / active EE | $0 | $2,231-100.0% | $3,204-100.0% | $3,192-100.0% |
| Admin fee / account holder | $10,072 | $3,464+190.7% | $5,033+100.1% | $4,297+134.4% |