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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 | $17,846 | $115,917-84.6% | $100,535-82.2% | $158,982-88.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.90%-30.9pp | 302.99%-303.0pp |
| Employer contribution / active EE | $4,002 | $4,105-2.5% | $3,419+17.1% | $4,763-16.0% |
| Participant deferral / active EE | $13,092 | $6,677+96.1% | $6,271+108.8% | $5,983+118.8% |
| Admin fee / account holder | $676 | $11,002-93.9% | $8,085-91.6% | $11,252-94.0% |