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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 | $62,733 | $32,117+95.3% | $71,089-11.8% | $64,173-2.2% |
| Participation rate | 100.0% | 42.7%+57.3pp | 54.6%+45.4pp | 69.6%+30.4pp |
| Annual return | 1.58% | -5.57%+7.2pp | 650.65%-649.1pp | 7.63%-6.1pp |
| Employer contribution / active EE | $1,667 | $712+134.0% | $1,088+53.2% | $2,381-30.0% |
| Participant deferral / active EE | $3,406 | $1,263+169.7% | $1,873+81.9% | $3,470-1.8% |
| Admin fee / account holder | $306 | $2,759-88.9% | $3,082-90.1% | $4,887-93.7% |