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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 | $34,660 | $149,741-76.9% | $118,914-70.9% | $158,982-78.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 19.94%-19.9pp | 35.89%-35.9pp | 302.99%-303.0pp |
| Employer contribution / active EE | $21,841 | $4,119+430.3% | $3,264+569.1% | $4,763+358.6% |
| Participant deferral / active EE | $10,265 | $5,226+96.4% | $4,266+140.6% | $5,983+71.6% |
| Admin fee / account holder | $508 | $8,607-94.1% | $6,582-92.3% | $11,252-95.5% |