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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 | $57,516 | $45,152+27.4% | $73,836-22.1% | $59,633-3.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.07% | 27.40%-27.3pp | 2268.06%-2268.0pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $2,097 | $1,901+10.3% | $2,787-24.8% | $2,203-4.8% |
| Participant deferral / active EE | $8,388 | $2,573+226.0% | $3,583+134.1% | $3,192+162.8% |
| Admin fee / account holder | $604 | $3,515-82.8% | $4,882-87.6% | $4,297-85.9% |