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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 | $36,277 | $60,442-40.0% | $96,754-62.5% | $87,485-58.5% |
| Participation rate | 100.0% | 58.7%+41.3pp | 70.3%+29.7pp | 68.9%+31.1pp |
| Annual return | 0.00% | 21.97%-22.0pp | 82.04%-82.0pp | 26.06%-26.1pp |
| Employer contribution / active EE | $3,380 | $1,691+99.9% | $2,679+26.1% | $2,596+30.2% |
| Participant deferral / active EE | $7,266 | $3,280+121.5% | $4,758+52.7% | $4,274+70.0% |
| Admin fee / account holder | $442 | $5,069-91.3% | $8,905-95.0% | $7,775-94.3% |