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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 | $28,143 | $94,749-70.3% | $112,899-75.1% | $139,466-79.8% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 40.92%-40.9pp | 34.11%-34.1pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,757 | $4,630-62.0% | $4,566-61.5% | $4,754-63.0% |
| Participant deferral / active EE | $3,716 | $6,517-43.0% | $6,516-43.0% | $6,712-44.6% |
| Admin fee / account holder | $1,718 | $8,530-79.9% | $7,047-75.6% | $11,409-84.9% |