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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 | $25,563 | $82,678-69.1% | $125,391-79.6% | $68,490-62.7% |
| Participation rate | 98.0% | 75.1%+22.9pp | 82.4%+15.6pp | 67.9%+30.1pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,394 | $3,382-58.8% | $4,816-71.0% | $2,597-46.3% |
| Participant deferral / active EE | $3,135 | $6,111-48.7% | $7,448-57.9% | $4,028-22.2% |
| Admin fee / account holder | $607 | $6,277-90.3% | $10,009-93.9% | $5,403-88.8% |