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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 | $160,070-86.3% | $147,117-85.1% | $145,897-85.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 98.69%-98.7pp | 420.54%-420.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $4,639 | $5,285-12.2% | $4,932-6.0% | $4,663-0.5% |
| Participant deferral / active EE | $17,033 | $8,419+102.3% | $8,065+111.2% | $6,689+154.6% |
| Admin fee / account holder | $415 | $15,035-97.2% | $12,993-96.8% | $13,390-96.9% |