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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 | $58,879 | $65,082-9.5% | $81,367-27.6% | $59,633-1.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 82.3%+17.7pp | 68.7%+31.3pp |
| Annual return | 0.63% | 1.16%-0.5pp | -0.92%+1.5pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $3,861 | $2,934+31.6% | $3,930-1.8% | $2,203+75.3% |
| Participant deferral / active EE | $0 | $4,083-100.0% | $5,383-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,150 | $7,582-58.5% | $8,926-64.7% | $4,297-26.7% |