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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 | $21,588 | $85,171-74.7% | $172,753-87.5% | $72,976-70.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 0.00% | 27.32%-27.3pp | 803.00%-803.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $3,412 | $3,324+2.6% | $5,144-33.7% | $2,440+39.8% |
| Participant deferral / active EE | $3,182 | $3,260-2.4% | $5,198-38.8% | $3,608-11.8% |
| Admin fee / account holder | $413 | $5,880-93.0% | $13,956-97.0% | $5,124-91.9% |