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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 | $19,096 | $82,674-76.9% | $125,381-84.8% | $68,486-72.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.31%-572.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,373 | $3,382-59.4% | $4,815-71.5% | $2,597-47.1% |
| Participant deferral / active EE | $2,648 | $6,111-56.7% | $7,448-64.4% | $4,028-34.2% |
| Admin fee / account holder | $349 | $6,277-94.4% | $10,007-96.5% | $5,404-93.5% |