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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 | $42,471 | $176,105-75.9% | $159,474-73.4% | $167,536-74.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $3,312 | $5,299-37.5% | $4,831-31.4% | $4,839-31.6% |
| Participant deferral / active EE | $4,777 | $7,751-38.4% | $7,353-35.0% | $6,342-24.7% |
| Admin fee / account holder | $9,063 | $12,559-27.8% | $10,802-16.1% | $12,315-26.4% |