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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 | $21,916 | $159,978-86.3% | $147,041-85.1% | $145,978-85.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 98.36%-98.4pp | 419.21%-419.2pp | 550.52%-550.5pp |
| Employer contribution / active EE | $4,639 | $5,288-12.3% | $4,935-6.0% | $4,662-0.5% |
| Participant deferral / active EE | $17,033 | $8,429+102.1% | $8,071+111.0% | $6,690+154.6% |
| Admin fee / account holder | $415 | $15,053-97.2% | $13,006-96.8% | $13,400-96.9% |