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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 | $39,238 | $124,351-68.4% | $109,188-64.1% | $167,553-76.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.76%-25.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,168 | $4,210-72.3% | $3,723-68.6% | $4,840-75.9% |
| Participant deferral / active EE | $1,735 | $5,257-67.0% | $4,654-62.7% | $6,343-72.6% |
| Admin fee / account holder | $316 | $7,975-96.0% | $6,755-95.3% | $12,316-97.4% |