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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 | $56,997 | $133,998-57.5% | $112,263-49.2% | $134,545-57.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 47.17%-47.2pp | 27.49%-27.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $3,205 | $4,040-20.7% | $3,636-11.9% | $4,742-32.4% |
| Participant deferral / active EE | $8,165 | $5,292+54.3% | $4,729+72.6% | $6,401+27.6% |
| Admin fee / account holder | $615 | $7,493-91.8% | $6,410-90.4% | $11,431-94.6% |