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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 | $30,356 | $197,819-84.7% | $155,789-80.5% | $125,389-75.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.08% | 86.73%-86.7pp | 71.54%-71.5pp | 282.24%-282.2pp |
| Employer contribution / active EE | $3,547 | $4,850-26.9% | $3,839-7.6% | $4,866-27.1% |
| Participant deferral / active EE | $2,580 | $5,631-54.2% | $4,798-46.2% | $5,352-51.8% |
| Admin fee / account holder | $628 | $9,544-93.4% | $7,477-91.6% | $9,541-93.4% |