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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 | $28,032 | $77,449-63.8% | $69,483-59.7% | $152,909-81.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 39.09%-39.1pp | 28.99%-29.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $6,328 | $3,316+90.8% | $2,780+127.6% | $4,764+32.8% |
| Participant deferral / active EE | $2,711 | $4,415-38.6% | $3,537-23.3% | $5,851-53.7% |
| Admin fee / account holder | $5,100 | $6,210-17.9% | $3,841+32.8% | $11,601-56.0% |