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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 | $47,627 | $82,678-42.4% | $125,391-62.0% | $68,490-30.5% |
| Participation rate | 95.7% | 75.1%+20.6pp | 82.4%+13.3pp | 67.9%+27.8pp |
| Annual return | 0.94% | -5.97%+6.9pp | 572.41%-571.5pp | -7.85%+8.8pp |
| Employer contribution / active EE | $16,400 | $3,382+384.9% | $4,816+240.6% | $2,597+531.6% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $666 | $6,277-89.4% | $10,009-93.3% | $5,403-87.7% |