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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 | $50,445 | $209,425-75.9% | $178,499-71.7% | $158,966-68.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.00% | 188.80%-188.8pp | 151.10%-151.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,491 | $5,707-73.9% | $5,011-70.2% | $4,762-68.7% |
| Participant deferral / active EE | $5,392 | $5,955-9.5% | $5,202+3.6% | $5,983-9.9% |
| Admin fee / account holder | $308 | $17,078-98.2% | $13,986-97.8% | $11,250-97.3% |