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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 | $87,091 | $105,284-17.3% | $150,734-42.2% | $94,015-7.4% |
| Participation rate | 98.2% | 71.7%+26.5pp | 78.4%+19.8pp | 70.8%+27.4pp |
| Annual return | 0.00% | 15.67%-15.7pp | 600.81%-600.8pp | 17.84%-17.8pp |
| Employer contribution / active EE | $2,162 | $3,599-39.9% | $4,918-56.0% | $2,790-22.5% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,294 | $9,839-86.8% | $14,905-91.3% | $8,951-85.5% |