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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 | $21,081 | $82,678-74.5% | $125,391-83.2% | $68,490-69.2% |
| Participation rate | 96.1% | 75.1%+21.0pp | 82.4%+13.7pp | 67.9%+28.2pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $11,043 | $3,382+226.5% | $4,816+129.3% | $2,597+325.3% |
| Participant deferral / active EE | $9,185 | $6,111+50.3% | $7,448+23.3% | $4,028+128.1% |
| Admin fee / account holder | $387 | $6,277-93.8% | $10,009-96.1% | $5,403-92.8% |