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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 | $30,277 | $112,915-73.2% | $90,965-66.7% | $158,950-81.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 215.75%-215.8pp | 134.57%-134.6pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,754 | $2,894-39.4% | $2,122-17.4% | $4,762-63.2% |
| Participant deferral / active EE | $3,902 | $4,128-5.5% | $3,373+15.7% | $5,983-34.8% |
| Admin fee / account holder | $446 | $8,044-94.5% | $5,960-92.5% | $11,248-96.0% |