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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 | $74,081 | $97,729-24.2% | $83,830-11.6% | $135,379-45.3% |
| 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 | $4,778 | $4,222+13.2% | $3,631+31.6% | $4,7790% |
| Participant deferral / active EE | $6,858 | $4,683+46.5% | $4,082+68.0% | $5,609+22.3% |
| Admin fee / account holder | $370 | $6,674-94.5% | $5,479-93.3% | $10,828-96.6% |