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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 | $57,285 | $167,362-65.8% | $143,799-60.2% | $134,532-57.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,517 | $5,620-55.2% | $4,952-49.2% | $4,741-46.9% |
| Participant deferral / active EE | $7,879 | $6,447+22.2% | $5,638+39.7% | $6,401+23.1% |
| Admin fee / account holder | $537 | $18,094-97.0% | $14,677-96.3% | $11,429-95.3% |