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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 | $46,887 | $176,077-73.4% | $159,455-70.6% | $167,518-72.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 331.83%-331.8pp | 263.63%-263.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $3,286 | $5,298-38.0% | $4,830-32.0% | $4,838-32.1% |
| Participant deferral / active EE | $10,985 | $7,751+41.7% | $7,353+49.4% | $6,342+73.2% |
| Admin fee / account holder | $454 | $12,556-96.4% | $10,800-95.8% | $12,312-96.3% |