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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 | $22,251 | $73,839-69.9% | $143,788-84.5% | $68,495-67.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.03%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $8,548 | $3,184+168.5% | $4,952+72.6% | $2,596+229.2% |
| Participant deferral / active EE | $4,306 | $3,384+27.2% | $5,638-23.6% | $4,028+6.9% |
| Admin fee / account holder | $324 | $5,755-94.4% | $14,675-97.8% | $5,403-94.0% |