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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 | $55,060 | $39,162+40.6% | $100,671-45.3% | $59,633-7.7% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | 0.20% | 21.07%-20.9pp | 20.43%-20.2pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $1,170 | $1,151+1.7% | $4,012-70.8% | $2,203-46.9% |
| Participant deferral / active EE | $3,641 | $1,992+82.8% | $3,144+15.8% | $3,192+14.1% |
| Admin fee / account holder | $6,655 | $2,969+124.1% | $4,850+37.2% | $4,297+54.9% |