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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 | $51,175 | $85,766-40.3% | $136,298-62.5% | $70,126-27.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,936 | $2,966-34.7% | $4,696-58.8% | $2,343-17.3% |
| Participant deferral / active EE | $5,313 | $5,051+5.2% | $6,247-15.0% | $3,332+59.5% |
| Admin fee / account holder | $459 | $5,421-91.5% | $9,244-95.0% | $4,645-90.1% |