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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 | $18,871 | $152,597-87.6% | $117,533-83.9% | $134,532-86.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 53.04%-53.0pp | 29.77%-29.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $4,417 | $5,576-20.8% | $4,179+5.7% | $4,741-6.8% |
| Participant deferral / active EE | $10,977 | $4,821+127.7% | $4,072+169.5% | $6,401+71.5% |
| Admin fee / account holder | $15,278 | $7,007+118.1% | $5,647+170.6% | $11,429+33.7% |