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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 | $39,659 | $52,678-24.7% | $75,784-47.7% | $59,633-33.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 0.07% | 2.95%-2.9pp | 9.68%-9.6pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $7,767 | $2,193+254.1% | $3,323+133.7% | $2,203+252.6% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,298 | $3,610-36.3% | $5,300-56.6% | $4,297-46.5% |