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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 | $40,323 | $57,108-29.4% | $94,229-57.2% | $52,331-22.9% |
| Participation rate | 99.2% | 72.9%+26.3pp | 78.8%+20.4pp | 68.1%+31.1pp |
| Annual return | 0.00% | 1.47%-1.5pp | 10.68%-10.7pp | 4.54%-4.5pp |
| Employer contribution / active EE | $29,216 | $1,735+1583.6% | $3,587+714.5% | $1,882+1452.6% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $4,981 | $546+811.6% | $6,269-20.5% | $592+742.0% |