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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 | $19,726 | $51,222-61.5% | $70,544-72.0% | $75,173-73.8% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | 0.00% | 30.06%-30.1pp | 32.79%-32.8pp | 160.72%-160.7pp |
| Employer contribution / active EE | $383 | $1,827-79.0% | $2,976-87.1% | $2,671-85.7% |
| Participant deferral / active EE | $6,311 | $2,850+121.4% | $4,568+38.1% | $4,126+52.9% |
| Admin fee / account holder | $683 | $4,096-83.3% | $6,427-89.4% | $5,651-87.9% |