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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 | $34,924 | $82,674-57.8% | $125,363-72.1% | $68,495-49.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.15%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $4,100 | $3,382+21.2% | $4,815-14.8% | $2,596+57.9% |
| Participant deferral / active EE | $8,836 | $6,111+44.6% | $7,447+18.6% | $4,028+119.4% |
| Admin fee / account holder | $4,514 | $6,276-28.1% | $10,005-54.9% | $5,403-16.5% |