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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 | $26,576 | $73,988-64.1% | $96,538-72.5% | $75,177-64.6% |
| Participation rate | 84.2% | 66.4%+17.8pp | 74.3%+9.9pp | 67.2%+17.0pp |
| Annual return | 0.00% | 26.73%-26.7pp | 35.74%-35.7pp | 160.75%-160.8pp |
| Employer contribution / active EE | $7,036 | $2,930+140.1% | $3,740+88.1% | $2,671+163.4% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,768 | $5,220-47.0% | $6,737-58.9% | $5,651-51.0% |