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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 | $50,867 | $45,438+11.9% | $80,004-36.4% | $59,633-14.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 73.0%+27.0pp | 68.7%+31.3pp |
| Annual return | 3.45% | 5.10%-1.6pp | 7.63%-4.2pp | 2041.40%-2037.9pp |
| Employer contribution / active EE | $5,029 | $1,236+306.9% | $2,473+103.4% | $2,203+128.3% |
| Participant deferral / active EE | $0 | $2,231-100.0% | $3,204-100.0% | $3,192-100.0% |
| Admin fee / account holder | $6,066 | $3,464+75.1% | $5,033+20.5% | $4,297+41.2% |