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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 | $61,097 | $45,880+33.2% | $77,113-20.8% | $68,494-10.8% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.37%-42.4pp | -7.86%+7.9pp |
| Employer contribution / active EE | $2,584 | $1,650+56.6% | $2,815-8.2% | $2,597-0.5% |
| Participant deferral / active EE | $4,675 | $2,963+57.8% | $4,430+5.5% | $4,028+16.1% |
| Admin fee / account holder | $2,853 | $3,042-6.2% | $5,445-47.6% | $5,403-47.2% |