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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 | $39,202 | $232,540-83.1% | $185,117-78.8% | $147,586-73.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 0.00% | 43.03%-43.0pp | 40.50%-40.5pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,817 | $5,195-65.0% | $4,182-56.5% | $4,876-62.7% |
| Participant deferral / active EE | $3,754 | $5,834-35.6% | $5,045-25.6% | $5,439-31.0% |
| Admin fee / account holder | $445 | $10,275-95.7% | $8,159-94.5% | $10,886-95.9% |