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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 | $40,037 | $108,285-63.0% | $77,552-48.4% | $158,982-74.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 0.00% | 31.69%-31.7pp | 54.82%-54.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,372 | $1,325+3.5% | $987+39.0% | $4,763-71.2% |
| Participant deferral / active EE | $1,921 | $2,455-21.7% | $1,861+3.2% | $5,983-67.9% |
| Admin fee / account holder | $412 | $3,709-88.9% | $2,859-85.6% | $11,252-96.3% |