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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 | $64,551 | $40,275+60.3% | $57,356+12.5% | $59,633+8.2% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.75% | 27.52%-25.8pp | 24.41%-22.7pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $9,700 | $2,400+304.2% | $3,162+206.8% | $3,192+203.9% |
| Admin fee / account holder | $4,895 | $2,820+73.5% | $3,357+45.8% | $4,297+13.9% |