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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 | $41,538 | $152,612-72.8% | $125,192-66.8% | $152,897-72.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 0.00% | 54.85%-54.8pp | 43.79%-43.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,366 | $4,947-52.2% | $3,866-38.8% | $4,764-50.3% |
| Participant deferral / active EE | $8,916 | $5,868+51.9% | $4,937+80.6% | $5,851+52.4% |
| Admin fee / account holder | $319 | $13,437-97.6% | $9,704-96.7% | $11,599-97.3% |