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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 | $22,228 | $138,102-83.9% | $125,381-82.3% | $134,532-83.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $4,646 | $5,245-11.4% | $4,815-3.5% | $4,741-2.0% |
| Participant deferral / active EE | $27,956 | $7,801+258.4% | $7,448+275.4% | $6,401+336.7% |
| Admin fee / account holder | $408 | $11,568-96.5% | $10,007-95.9% | $11,429-96.4% |