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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 | $44,202 | $176,077-74.9% | $159,455-72.3% | $167,518-73.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 331.83%-331.8pp | 263.63%-263.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $2,710 | $5,298-48.8% | $4,830-43.9% | $4,838-44.0% |
| Participant deferral / active EE | $7,486 | $7,751-3.4% | $7,353+1.8% | $6,342+18.0% |
| Admin fee / account holder | $4,606 | $12,556-63.3% | $10,800-57.4% | $12,312-62.6% |