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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 | $66,159 | $176,402-62.5% | $134,162-50.7% | $158,982-58.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 0.00% | 63.66%-63.7pp | 36.35%-36.3pp | 302.99%-303.0pp |
| Employer contribution / active EE | $4,895 | $5,042-2.9% | $3,705+32.1% | $4,763+2.8% |
| Participant deferral / active EE | $5,206 | $4,093+27.2% | $3,500+48.8% | $5,983-13.0% |
| Admin fee / account holder | $367 | $8,719-95.8% | $6,685-94.5% | $11,252-96.7% |