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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 | $19,163 | $118,877-83.9% | $96,570-80.2% | $167,536-88.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 50.50%-50.5pp | 37.79%-37.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,430 | $3,121-22.1% | $2,357+3.1% | $4,839-49.8% |
| Participant deferral / active EE | $6,245 | $4,617+35.3% | $3,849+62.2% | $6,342-1.5% |
| Admin fee / account holder | $398 | $8,069-95.1% | $6,182-93.6% | $12,315-96.8% |