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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 | $48,627 | $52,678-7.7% | $75,784-35.8% | $59,633-18.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 0.26% | 2.95%-2.7pp | 9.68%-9.4pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $3,246 | $2,193+48.0% | $3,323-2.3% | $2,203+47.4% |
| Participant deferral / active EE | $3,640 | $2,591+40.5% | $3,652-0.3% | $3,192+14.0% |
| Admin fee / account holder | $6,269 | $3,610+73.7% | $5,300+18.3% | $4,297+45.9% |