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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 | $38,245 | $82,678-53.7% | $125,391-69.5% | $68,490-44.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 11.95% | -5.97%+17.9pp | 572.41%-560.5pp | -7.85%+19.8pp |
| Employer contribution / active EE | $2,351 | $3,382-30.5% | $4,816-51.2% | $2,597-9.5% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $551 | $6,277-91.2% | $10,009-94.5% | $5,403-89.8% |