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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 | $36,680 | $101,063-63.7% | $81,473-55.0% | $147,586-75.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 0.00% | 32.41%-32.4pp | 38.78%-38.8pp | 578.59%-578.6pp |
| Employer contribution / active EE | $6,427 | $3,206+100.5% | $2,568+150.3% | $4,876+31.8% |
| Participant deferral / active EE | $2,428 | $4,242-42.8% | $3,537-31.4% | $5,439-55.4% |
| Admin fee / account holder | $487 | $5,812-91.6% | $4,561-89.3% | $10,886-95.5% |