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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 | $25,611 | $129,960-80.3% | $104,299-75.4% | $134,545-81.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 42.06%-42.1pp | 24.62%-24.6pp | 418.37%-418.4pp |
| Employer contribution / active EE | $21,230 | $4,186+407.2% | $3,373+529.4% | $4,742+347.8% |
| Participant deferral / active EE | $7,266 | $5,589+30.0% | $4,626+57.1% | $6,401+13.5% |
| Admin fee / account holder | $322 | $9,324-96.5% | $7,339-95.6% | $11,431-97.2% |