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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 | $14,405 | $102,638-86.0% | $81,982-82.4% | $158,982-90.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 0.00% | 61.05%-61.1pp | 41.31%-41.3pp | 302.99%-303.0pp |
| Employer contribution / active EE | $3,652 | $3,241+12.7% | $2,498+46.2% | $4,763-23.3% |
| Participant deferral / active EE | $4,879 | $4,649+5.0% | $3,722+31.1% | $5,983-18.5% |
| Admin fee / account holder | $479 | $8,237-94.2% | $5,665-91.5% | $11,252-95.7% |