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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 | $15,809 | $138,114-88.6% | $125,391-87.4% | $134,545-88.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $3,277 | $5,246-37.5% | $4,816-31.9% | $4,742-30.9% |
| Participant deferral / active EE | $13,526 | $7,801+73.4% | $7,448+81.6% | $6,401+111.3% |
| Admin fee / account holder | $588 | $11,570-94.9% | $10,009-94.1% | $11,431-94.9% |