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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 | $205,074 | $59,111+246.9% | $86,451+137.2% | $68,490+199.4% |
| Participation rate | 91.1% | 75.2%+15.9pp | 80.3%+10.8pp | 67.9%+23.2pp |
| Annual return | 0.00% | -0.22%+0.2pp | 4398.51%-4398.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,971 | $2,519-21.7% | $3,770-47.7% | $2,597-24.1% |
| Participant deferral / active EE | $2,880 | $5,900-51.2% | $6,953-58.6% | $4,028-28.5% |
| Admin fee / account holder | $833 | $5,640-85.2% | $6,734-87.6% | $5,403-84.6% |