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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 | $20,499 | $183,516-88.8% | $155,534-86.8% | $145,884-85.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 61.43%-61.4pp | 64.92%-64.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,894 | $5,315-64.4% | $4,675-59.5% | $4,662-59.4% |
| Participant deferral / active EE | $5,934 | $6,467-8.2% | $5,630+5.4% | $6,690-11.3% |
| Admin fee / account holder | $637 | $19,293-96.7% | $15,900-96.0% | $13,392-95.2% |