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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 | $58,176 | $217,432-73.2% | $185,849-68.7% | $167,536-65.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.00% | 148.42%-148.4pp | 122.10%-122.1pp | 478.82%-478.8pp |
| Employer contribution / active EE | $11,810 | $5,875+101.0% | $5,169+128.5% | $4,839+144.0% |
| Participant deferral / active EE | $14,212 | $6,357+123.6% | $5,569+155.2% | $6,342+124.1% |
| Admin fee / account holder | $743 | $19,818-96.3% | $16,244-95.4% | $12,315-94.0% |