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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 | $19,717 | $97,027-79.7% | $83,323-76.3% | $135,382-85.4% |
| Participation rate | 94.1% | 80.4%+13.7pp | 77.8%+16.4pp | 82.6%+11.5pp |
| Annual return | 0.00% | 12.31%-12.3pp | 10.63%-10.6pp | 519.77%-519.8pp |
| Employer contribution / active EE | $3,704 | $4,143-10.6% | $3,379+9.6% | $4,779-22.5% |
| Participant deferral / active EE | $9,363 | $5,964+57.0% | $5,565+68.2% | $5,609+66.9% |
| Admin fee / account holder | $1,113 | $8,427-86.8% | $7,539-85.2% | $10,829-89.7% |