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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 | $55,625 | $78,707-29.3% | $117,861-52.8% | $70,126-20.7% |
| Participation rate | 97.0% | 73.2%+23.8pp | 79.7%+17.3pp | 69.5%+27.4pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.11%-335.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,358 | $2,223-38.9% | $3,786-64.1% | $2,343-42.0% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $608 | $5,066-88.0% | $8,021-92.4% | $4,645-86.9% |