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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 | $45,638 | $117,426-61.1% | $99,470-54.1% | $152,885-70.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 0.00% | 31.87%-31.9pp | 30.72%-30.7pp | 345.39%-345.4pp |
| Employer contribution / active EE | $2,591 | $3,014-14.0% | $2,540+2.0% | $4,763-45.6% |
| Participant deferral / active EE | $9,253 | $4,086+126.5% | $3,619+155.7% | $5,851+58.2% |
| Admin fee / account holder | $593 | $7,634-92.2% | $6,252-90.5% | $11,598-94.9% |