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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 | $224,624 | $57,350+291.7% | $83,850+167.9% | $64,181+250.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 2.48% | 11.38%-8.9pp | 850.92%-848.4pp | 7.63%-5.2pp |
| Employer contribution / active EE | $1,282 | $2,545-49.6% | $3,631-64.7% | $2,381-46.1% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $15,165 | $4,046+274.8% | $5,478+176.8% | $4,887+210.3% |