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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 | $37,420 | $56,197-33.4% | $67,652-44.7% | $59,633-37.3% |
| Participation rate | 83.6% | 71.5%+12.2pp | 75.7%+8.0pp | 68.7%+15.0pp |
| Annual return | 0.00% | 18508.10%-18508.1pp | 6625.40%-6625.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $663 | $1,615-59.0% | $2,266-70.7% | $2,203-69.9% |
| Participant deferral / active EE | $1,320 | $2,844-53.6% | $3,560-62.9% | $3,192-58.6% |
| Admin fee / account holder | $377 | $3,958-90.5% | $4,821-92.2% | $4,297-91.2% |