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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 | $19,529 | $105,867-81.6% | $90,760-78.5% | $134,532-85.5% |
| Participation rate | 94.1% | 78.3%+15.9pp | 75.7%+18.4pp | 81.2%+12.9pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $5,506 | $3,464+59.0% | $2,922+88.5% | $4,741+16.1% |
| Participant deferral / active EE | $13,435 | $5,217+157.5% | $4,565+194.3% | $6,401+109.9% |
| Admin fee / account holder | $632 | $13,936-95.5% | $8,444-92.5% | $11,429-94.5% |