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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 | $48,282 | $78,694-38.6% | $67,653-28.6% | $125,388-61.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 0.88% | 9.46%-8.6pp | 6625.22%-6624.3pp | 282.24%-281.4pp |
| Employer contribution / active EE | $2,261 | $3,044-25.7% | $2,266-0.2% | $4,866-53.5% |
| Participant deferral / active EE | $1,490 | $4,292-65.3% | $3,560-58.1% | $5,352-72.2% |
| Admin fee / account holder | $4,117 | $7,403-44.4% | $4,821-14.6% | $9,541-56.8% |