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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 | $25,396 | $106,008-76.0% | $92,240-72.5% | $147,586-82.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $4,630 | $4,333+6.8% | $3,680+25.8% | $4,876-5.1% |
| Participant deferral / active EE | $10,694 | $4,478+138.8% | $3,897+174.4% | $5,439+96.6% |
| Admin fee / account holder | $319 | $6,333-95.0% | $5,194-93.9% | $10,886-97.1% |