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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 | $100,279-82.8% | $81,353-78.8% | $145,884-88.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 34.49%-34.5pp | 24.82%-24.8pp | 551.85%-551.8pp |
| Employer contribution / active EE | $5,067 | $2,979+70.1% | $2,464+105.6% | $4,662+8.7% |
| Participant deferral / active EE | $7,989 | $4,611+73.3% | $3,885+105.7% | $6,690+19.4% |
| Admin fee / account holder | $7,586 | $8,206-7.6% | $5,766+31.5% | $13,392-43.4% |