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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 | $51,227 | $84,518-39.4% | $67,704-24.3% | $125,389-59.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 0.00% | 2.57%-2.6pp | 25.41%-25.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $4,486 | $3,292+36.3% | $2,559+75.3% | $4,866-7.8% |
| Participant deferral / active EE | $6,448 | $4,430+45.5% | $3,585+79.8% | $5,352+20.5% |
| Admin fee / account holder | $461 | $5,340-91.4% | $4,255-89.2% | $9,541-95.2% |