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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 | $29,223 | $176,402-83.4% | $134,162-78.2% | $158,982-81.6% |
| 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 | $21,476 | $5,042+325.9% | $3,705+479.7% | $4,763+350.9% |
| Participant deferral / active EE | $6,658 | $4,093+62.7% | $3,500+90.2% | $5,983+11.3% |
| Admin fee / account holder | $3,372 | $8,719-61.3% | $6,685-49.6% | $11,252-70.0% |