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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 | $45,957 | $114,119-59.7% | $107,187-57.1% | $138,895-66.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 0.00% | 273.21%-273.2pp | 204.55%-204.5pp | 145.39%-145.4pp |
| Employer contribution / active EE | $2,302 | $4,059-43.3% | $3,782-39.1% | $4,194-45.1% |
| Participant deferral / active EE | $5,910 | $5,538+6.7% | $5,096+16.0% | $6,396-7.6% |
| Admin fee / account holder | $578 | $10,024-94.2% | $9,162-93.7% | $12,562-95.4% |