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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 | $15,542 | $93,124-83.3% | $77,100-79.8% | $134,545-88.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 0.00% | 62.68%-62.7pp | 42.35%-42.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $13,443 | $3,421+292.9% | $2,815+377.5% | $4,742+183.5% |
| Participant deferral / active EE | $2,916 | $5,242-44.4% | $4,430-34.2% | $6,401-54.4% |
| Admin fee / account holder | $924 | $6,970-86.8% | $5,443-83.0% | $11,431-91.9% |