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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 | $28,592 | $91,037-68.6% | $71,671-60.1% | $147,585-80.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 0.00% | 20.48%-20.5pp | 20.65%-20.6pp | 578.58%-578.6pp |
| Employer contribution / active EE | $4,012 | $3,327+20.6% | $2,460+63.1% | $4,876-17.7% |
| Participant deferral / active EE | $3,719 | $4,498-17.3% | $3,438+8.2% | $5,439-31.6% |
| Admin fee / account holder | $333 | $8,613-96.1% | $5,558-94.0% | $10,886-96.9% |