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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 | $173,157 | $45,438+281.1% | $80,004+116.4% | $59,633+190.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 73.0%+27.0pp | 68.7%+31.3pp |
| Annual return | 2.77% | 5.10%-2.3pp | 7.63%-4.9pp | 2041.45%-2038.7pp |
| Employer contribution / active EE | $23,128 | $1,236+1771.5% | $2,473+835.4% | $2,203+950.0% |
| Participant deferral / active EE | $0 | $2,231-100.0% | $3,204-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,605 | $3,464+4.1% | $5,033-28.4% | $4,297-16.1% |