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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 | $22,865 | $59,111-61.3% | $86,451-73.6% | $68,490-66.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 0.00% | -0.22%+0.2pp | 4398.51%-4398.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $3,762 | $2,519+49.4% | $3,770-0.2% | $2,597+44.9% |
| Participant deferral / active EE | $4,515 | $5,900-23.5% | $6,953-35.1% | $4,028+12.1% |
| Admin fee / account holder | $1,113 | $5,640-80.3% | $6,734-83.5% | $5,403-79.4% |