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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 | $28,403 | $59,111-51.9% | $86,451-67.1% | $68,490-58.5% |
| Participation rate | 94.1% | 75.2%+18.9pp | 80.3%+13.8pp | 67.9%+26.2pp |
| Annual return | 0.00% | -0.22%+0.2pp | 4398.51%-4398.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $4,085 | $2,519+62.2% | $3,770+8.4% | $2,597+57.3% |
| Participant deferral / active EE | $7,884 | $5,900+33.6% | $6,953+13.4% | $4,028+95.8% |
| Admin fee / account holder | $3,212 | $5,640-43.0% | $6,734-52.3% | $5,403-40.5% |