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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 | $24,711 | $190,916-87.1% | $160,037-84.6% | $134,545-81.6% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.0%-6.6pp | 81.2%-9.8pp |
| Annual return | 0.00% | 552.79%-552.8pp | 408.95%-409.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $12,316 | $4,996+146.5% | $4,226+191.5% | $4,742+159.7% |
| Participant deferral / active EE | $10,640 | $6,925+53.7% | $6,184+72.1% | $6,401+66.2% |
| Admin fee / account holder | $485 | $10,497-95.4% | $8,716-94.4% | $11,431-95.8% |