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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 | $29,000 | $190,879-84.8% | $160,009-81.9% | $134,532-78.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 0.00% | 552.63%-552.6pp | 408.85%-408.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $53,000 | $4,995+961.1% | $4,225+1154.4% | $4,741+1017.9% |
| Participant deferral / active EE | $3,817 | $6,924-44.9% | $6,183-38.3% | $6,401-40.4% |
| Admin fee / account holder | $27,861 | $10,495+165.5% | $8,715+219.7% | $11,429+143.8% |