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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 | $53,348 | $148,623-64.1% | $135,974-60.8% | $139,466-61.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 79.30%-79.3pp | 68.30%-68.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $3,766 | $5,246-28.2% | $4,859-22.5% | $4,754-20.8% |
| Participant deferral / active EE | $10,398 | $8,103+28.3% | $7,760+34.0% | $6,712+54.9% |
| Admin fee / account holder | $385 | $12,406-96.9% | $10,767-96.4% | $11,409-96.6% |