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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 | $20,603 | $99,345-79.3% | $84,753-75.7% | $273,972-92.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,634 | $4,214-61.2% | $3,574-54.3% | $4,869-66.4% |
| Participant deferral / active EE | $3,311 | $4,270-22.5% | $3,712-10.8% | $5,287-37.4% |
| Admin fee / account holder | $437 | $6,645-93.4% | $5,333-91.8% | $10,133-95.7% |