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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 | $42,729 | $99,345-57.0% | $84,753-49.6% | $273,972-84.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $22,098 | $4,214+424.4% | $3,574+518.2% | $4,869+353.9% |
| Participant deferral / active EE | $18,598 | $4,270+335.6% | $3,712+401.0% | $5,287+251.8% |
| Admin fee / account holder | $400 | $6,645-94.0% | $5,333-92.5% | $10,133-96.1% |