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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 | $17,274 | $100,004-82.7% | $81,438-78.8% | $145,959-88.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 34.34%-34.3pp | 24.74%-24.7pp | 561.95%-561.9pp |
| Employer contribution / active EE | $5,067 | $2,970+70.6% | $2,460+105.9% | $4,661+8.7% |
| Participant deferral / active EE | $7,989 | $4,603+73.5% | $3,883+105.7% | $6,689+19.4% |
| Admin fee / account holder | $7,586 | $8,202-7.5% | $5,764+31.6% | $13,398-43.4% |