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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 | $12,022 | $105,929-88.7% | $81,716-85.3% | $158,966-92.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 38.19%-38.2pp | 29.49%-29.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,913 | $7,802-62.7% | $4,310-32.4% | $4,762-38.8% |
| Participant deferral / active EE | $4,230 | $13,007-67.5% | $7,108-40.5% | $5,983-29.3% |
| Admin fee / account holder | $382 | $8,492-95.5% | $5,159-92.6% | $11,250-96.6% |