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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 | $49,917 | $48,050+3.9% | $85,969-41.9% | $59,633-16.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 76.5%+23.5pp | 68.7%+31.3pp |
| Annual return | 0.00% | 0.29%-0.3pp | 9.32%-9.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,068 | $1,640-34.8% | $3,474-69.3% | $2,203-51.5% |
| Participant deferral / active EE | $2,568 | $2,249+14.2% | $3,829-32.9% | $3,192-19.5% |
| Admin fee / account holder | $1,609 | $3,206-49.8% | $6,053-73.4% | $4,297-62.6% |