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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 | $46,626 | $107,368-56.6% | $92,915-49.8% | $152,909-69.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 0.00% | 145.64%-145.6pp | 109.45%-109.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $4,064 | $4,222-3.7% | $3,653+11.2% | $4,764-14.7% |
| Participant deferral / active EE | $11,322 | $4,848+133.6% | $4,238+167.2% | $5,851+93.5% |
| Admin fee / account holder | $458 | $7,082-93.5% | $5,796-92.1% | $11,601-96.0% |