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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 | $37,948 | $100,805-62.4% | $86,698-56.2% | $134,532-71.8% |
| Participation rate | 75.0% | 79.0%-4.0pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | 0.00% | 29.09%-29.1pp | 35.95%-35.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $5,519 | $3,490+58.1% | $2,837+94.5% | $4,741+16.4% |
| Participant deferral / active EE | $11,292 | $5,339+111.5% | $4,656+142.5% | $6,401+76.4% |
| Admin fee / account holder | $849 | $10,925-92.2% | $7,493-88.7% | $11,429-92.6% |