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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 | $17,650 | $107,944-83.6% | $91,994-80.8% | $152,885-88.5% |
| Participation rate | 90.0% | 81.2%+8.8pp | 78.6%+11.4pp | 82.5%+7.5pp |
| Annual return | 0.00% | 89.26%-89.3pp | 69.03%-69.0pp | 345.39%-345.4pp |
| Employer contribution / active EE | $3,583 | $4,210-14.9% | $3,452+3.8% | $4,763-24.8% |
| Participant deferral / active EE | $10,422 | $6,365+63.7% | $5,923+75.9% | $5,851+78.1% |
| Admin fee / account holder | $488 | $10,521-95.4% | $7,743-93.7% | $11,598-95.8% |