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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 | $7,518 | $100,139-92.5% | $85,187-91.2% | $145,884-94.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 84.15%-84.2pp | 66.67%-66.7pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,883 | $3,238-41.8% | $2,732-31.1% | $4,662-59.6% |
| Participant deferral / active EE | $2,444 | $5,296-53.9% | $4,525-46.0% | $6,690-63.5% |
| Admin fee / account holder | $8,433 | $7,262+16.1% | $6,162+36.9% | $13,392-37.0% |