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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 | $43,048 | $82,674-47.9% | $125,381-65.7% | $68,486-37.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 3.06% | -5.97%+9.0pp | 572.31%-569.2pp | -7.85%+10.9pp |
| Employer contribution / active EE | $18,932 | $3,382+459.8% | $4,815+293.2% | $2,597+629.1% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,552 | $6,277+4.4% | $10,007-34.5% | $5,404+21.3% |