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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 | $21,319 | $59,107-63.9% | $86,439-75.3% | $68,495-68.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 2.50% | -0.23%+2.7pp | 4395.55%-4393.0pp | -7.84%+10.3pp |
| Employer contribution / active EE | $8,019 | $2,519+218.3% | $3,769+112.8% | $2,596+208.8% |
| Participant deferral / active EE | $6,559 | $5,901+11.1% | $6,952-5.6% | $4,028+62.9% |
| Admin fee / account holder | $3,078 | $5,637-45.4% | $6,732-54.3% | $5,403-43.0% |