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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 | $85,343 | $162,785-47.6% | $133,959-36.3% | $158,950-46.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.91%-302.9pp |
| Employer contribution / active EE | $10,634 | $4,975+113.7% | $3,919+171.4% | $4,762+123.3% |
| Participant deferral / active EE | $6,031 | $5,910+2.0% | $5,047+19.5% | $5,983+0.8% |
| Admin fee / account holder | $639 | $11,738-94.6% | $8,928-92.8% | $11,248-94.3% |