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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 | $52,523 | $62,293-15.7% | - | $62,293-15.7% |
| Participation rate | 97.6% | 69.5%+28.1pp | - | 69.5%+28.1pp |
| Annual return | 0.00% | 28.90%-28.9pp | - | 28.90%-28.9pp |
| Employer contribution / active EE | $811 | $2,042-60.3% | - | $2,042-60.3% |
| Participant deferral / active EE | $6,045 | $3,169+90.8% | - | $3,169+90.8% |
| Admin fee / account holder | $1,668 | $479+247.9% | - | $479+247.9% |