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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 | $40,725 | $98,776-58.8% | $149,745-72.8% | $79,856-49.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 0.00% | 27.38%-27.4pp | 276.72%-276.7pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,481 | $3,217-54.0% | $4,646-68.1% | $2,471-40.1% |
| Participant deferral / active EE | $2,631 | $5,681-53.7% | $6,843-61.5% | $3,741-29.7% |
| Admin fee / account holder | $327 | $6,053-94.6% | $9,312-96.5% | $5,306-93.8% |