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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 | $44,435 | $95,406-53.4% | $185,849-76.1% | $85,847-48.2% |
| Participation rate | 97.8% | 68.8%+29.0pp | 81.7%+16.1pp | 69.3%+28.5pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.10%-122.1pp | 318.61%-318.6pp |
| Employer contribution / active EE | $1,098 | $3,314-66.9% | $5,169-78.8% | $2,565-57.2% |
| Participant deferral / active EE | $4,374 | $3,424+27.7% | $5,569-21.5% | $3,952+10.7% |
| Admin fee / account holder | $604 | $7,214-91.6% | $16,244-96.3% | $6,261-90.4% |