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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 | $112,146 | $100,203+11.9% | $85,240+31.6% | $145,897-23.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 84.28%-84.3pp | 66.75%-66.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,083 | $3,242-66.6% | $2,735-60.4% | $4,663-76.8% |
| Participant deferral / active EE | $3,249 | $5,299-38.7% | $4,527-28.2% | $6,689-51.4% |
| Admin fee / account holder | $837 | $7,265-88.5% | $6,165-86.4% | $13,390-93.7% |