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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 | $41,062 | $73,978-44.5% | $96,515-57.5% | $75,173-45.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 0.00% | 26.72%-26.7pp | 35.73%-35.7pp | 160.72%-160.7pp |
| Employer contribution / active EE | $1,324 | $2,931-54.8% | $3,740-64.6% | $2,671-50.4% |
| Participant deferral / active EE | $5,434 | $3,660+48.5% | $4,880+11.4% | $4,126+31.7% |
| Admin fee / account holder | $403 | $5,219-92.3% | $6,735-94.0% | $5,651-92.9% |