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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 | $35,349 | $73,988-52.2% | $96,538-63.4% | $75,177-53.0% |
| Participation rate | 98.9% | 66.4%+32.4pp | 74.3%+24.5pp | 67.2%+31.6pp |
| Annual return | 0.00% | 26.73%-26.7pp | 35.74%-35.7pp | 160.75%-160.8pp |
| Employer contribution / active EE | $29,054 | $2,930+891.5% | $3,740+676.8% | $2,671+987.7% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $21,252 | $5,220+307.2% | $6,737+215.4% | $5,651+276.1% |