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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 | $33,012 | $103,392-68.1% | $87,104-62.1% | $152,897-78.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,537 | $3,221-21.2% | $2,521+0.6% | $4,764-46.7% |
| Participant deferral / active EE | $8,023 | $4,778+67.9% | $4,048+98.2% | $5,851+37.1% |
| Admin fee / account holder | $431 | $12,194-96.5% | $7,491-94.2% | $11,599-96.3% |