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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 | $59,612 | $217,432-72.6% | $185,849-67.9% | $167,536-64.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.00% | 148.42%-148.4pp | 122.10%-122.1pp | 478.82%-478.8pp |
| Employer contribution / active EE | $3,164 | $5,875-46.1% | $5,169-38.8% | $4,839-34.6% |
| Participant deferral / active EE | $4,763 | $6,357-25.1% | $5,569-14.5% | $6,342-24.9% |
| Admin fee / account holder | $848 | $19,818-95.7% | $16,244-94.8% | $12,315-93.1% |