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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 | $65,932 | $39,162+68.4% | $100,671-34.5% | $59,633+10.6% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | 0.35% | 21.07%-20.7pp | 20.43%-20.1pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $3,628 | $1,151+215.3% | $4,012-9.6% | $2,203+64.7% |
| Participant deferral / active EE | $2,836 | $1,992+42.4% | $3,144-9.8% | $3,192-11.1% |
| Admin fee / account holder | $9,953 | $2,969+235.2% | $4,850+105.2% | $4,297+131.6% |