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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 | $44,010 | $85,790-48.7% | $67,313-34.6% | $135,380-67.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.92% | -0.54%+1.5pp | -4.08%+5.0pp | 519.81%-518.9pp |
| Employer contribution / active EE | $5,710 | $3,487+63.7% | $2,566+122.5% | $4,779+19.5% |
| Participant deferral / active EE | $7,521 | $4,651+61.7% | $3,568+110.8% | $5,609+34.1% |
| Admin fee / account holder | $390 | $6,392-93.9% | $4,507-91.3% | $10,828-96.4% |