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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 | $43,190 | $69,977-38.3% | $108,582-60.2% | $62,881-31.3% |
| Participation rate | 96.5% | 72.9%+23.6pp | 79.6%+16.9pp | 69.3%+27.2pp |
| Annual return | 0.00% | 10.73%-10.7pp | -51.70%+51.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $5,195 | $2,135+143.3% | $3,758+38.2% | $2,281+127.8% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $657 | $5,076-87.1% | $7,645-91.4% | $4,296-84.7% |