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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 | $45,223 | $157,304-71.3% | $141,197-68.0% | $152,909-70.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $4,213 | $5,263-19.9% | $4,736-11.0% | $4,764-11.6% |
| Participant deferral / active EE | $3,970 | $7,111-44.2% | $6,710-40.8% | $5,851-32.2% |
| Admin fee / account holder | $416 | $12,126-96.6% | $10,265-95.9% | $11,601-96.4% |