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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 | $12,792 | $114,119-88.8% | $107,187-88.1% | $138,895-90.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 0.00% | 273.21%-273.2pp | 204.55%-204.5pp | 145.39%-145.4pp |
| Employer contribution / active EE | $28,816 | $4,059+610.0% | $3,782+661.9% | $4,194+587.0% |
| Participant deferral / active EE | $13,871 | $5,538+150.5% | $5,096+172.2% | $6,396+116.9% |
| Admin fee / account holder | $1,944 | $10,024-80.6% | $9,162-78.8% | $12,562-84.5% |