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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 | $51,644 | $48,050+7.5% | $85,969-39.9% | $59,633-13.4% |
| Participation rate | 97.5% | 64.5%+33.0pp | 76.5%+21.0pp | 68.7%+28.8pp |
| Annual return | -0.23% | 0.29%-0.5pp | 9.32%-9.5pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $5,100 | $1,640+211.1% | $3,474+46.8% | $2,203+131.6% |
| Participant deferral / active EE | $0 | $2,249-100.0% | $3,829-100.0% | $3,192-100.0% |
| Admin fee / account holder | $953 | $3,206-70.3% | $6,053-84.3% | $4,297-77.8% |