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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 | $51,302 | $39,162+31.0% | $100,671-49.0% | $59,633-14.0% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | 0.14% | 21.07%-20.9pp | 20.43%-20.3pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $2,472 | $1,151+114.8% | $4,012-38.4% | $2,203+12.2% |
| Participant deferral / active EE | $1,196 | $1,992-40.0% | $3,144-62.0% | $3,192-62.5% |
| Admin fee / account holder | $322 | $2,969-89.2% | $4,850-93.4% | $4,297-92.5% |