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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 | $50,126 | $97,729-48.7% | $83,830-40.2% | $135,379-63.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | 1287.52%-1287.5pp | 850.97%-851.0pp | 519.79%-519.8pp |
| Employer contribution / active EE | $18,470 | $4,222+337.5% | $3,631+408.7% | $4,779+286.5% |
| Participant deferral / active EE | $12,627 | $4,683+169.7% | $4,082+209.3% | $5,609+125.1% |
| Admin fee / account holder | $6,672 | $6,6740% | $5,479+21.8% | $10,828-38.4% |