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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 | $50,151 | $46,360+8.2% | $147,617-66.0% | $52,331-4.2% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | 0.19% | 1.62%-1.4pp | 61.98%-61.8pp | 4.54%-4.3pp |
| Employer contribution / active EE | $3,298 | $2,126+55.1% | $5,564-40.7% | $1,882+75.3% |
| Participant deferral / active EE | $3,436 | $2,258+52.2% | $4,895-29.8% | $3,022+13.7% |
| Admin fee / account holder | $8,749 | $766+1042.5% | $11,612-24.7% | $592+1378.9% |