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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 | $52,155 | $59,116-11.8% | $86,438-39.7% | $68,486-23.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4397.19%-4397.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $5,066 | $2,519+101.1% | $3,769+34.4% | $2,597+95.1% |
| Participant deferral / active EE | $6,884 | $5,902+16.6% | $6,952-1.0% | $4,028+70.9% |
| Admin fee / account holder | $575 | $5,639-89.8% | $6,733-91.5% | $5,404-89.4% |