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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 | $16,631 | $138,068-88.0% | $125,358-86.7% | $134,493-87.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.30%-750.3pp | 572.03%-572.0pp | 418.01%-418.0pp |
| Employer contribution / active EE | $1,418 | $5,244-73.0% | $4,814-70.6% | $4,740-70.1% |
| Participant deferral / active EE | $4,156 | $7,799-46.7% | $7,447-44.2% | $6,400-35.1% |
| Admin fee / account holder | $1,050 | $11,568-90.9% | $10,007-89.5% | $11,425-90.8% |