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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 | $43,963 | $58,828-25.3% | $78,002-43.6% | $62,881-30.1% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 0.00% | 17.16%-17.2pp | 425.99%-426.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $7,526 | $1,672+350.2% | $2,470+204.7% | $2,281+229.9% |
| Participant deferral / active EE | $2,803 | $2,686+4.4% | $3,497-19.9% | $3,203-12.5% |
| Admin fee / account holder | $545 | $4,393-87.6% | $5,481-90.1% | $4,296-87.3% |