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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 | $69,673 | $166,131-58.1% | $164,975-57.8% | $145,877-52.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 0.00% | 100.37%-100.4pp | 70.12%-70.1pp | 551.28%-551.3pp |
| Employer contribution / active EE | $4,221 | $5,276-20.0% | $4,343-2.8% | $4,663-9.5% |
| Participant deferral / active EE | $14,633 | $6,962+110.2% | $6,033+142.5% | $6,691+118.7% |
| Admin fee / account holder | $470 | $16,648-97.2% | $12,688-96.3% | $13,402-96.5% |