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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 | $23,038 | $124,330-81.5% | $109,173-78.9% | $167,536-86.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $12,471 | $4,209+196.3% | $3,723+235.0% | $4,839+157.7% |
| Participant deferral / active EE | $10,139 | $5,256+92.9% | $4,654+117.9% | $6,342+59.9% |
| Admin fee / account holder | $331 | $7,974-95.8% | $6,755-95.1% | $12,315-97.3% |