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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 | $53,333 | $52,678+1.2% | $75,784-29.6% | $59,633-10.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 7.45% | 2.95%+4.5pp | 9.68%-2.2pp | 2041.45%-2034.0pp |
| Employer contribution / active EE | $16,620 | $2,193+657.7% | $3,323+400.1% | $2,203+654.6% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,596 | $3,610-0.4% | $5,300-32.1% | $4,297-16.3% |