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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 | $26,743 | $100,262-73.3% | $81,370-67.1% | $145,897-81.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 34.52%-34.5pp | 24.85%-24.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $2,061 | $2,979-30.8% | $2,464-16.4% | $4,663-55.8% |
| Participant deferral / active EE | $4,321 | $4,612-6.3% | $3,885+11.2% | $6,689-35.4% |
| Admin fee / account holder | $3,954 | $8,163-51.6% | $5,749-31.2% | $13,390-70.5% |