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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 | $11,207 | $90,617-87.6% | $79,476-85.9% | $135,382-91.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 977.57%-977.6pp | 718.21%-718.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $2,484 | $3,068-19.0% | $2,800-11.3% | $4,779-48.0% |
| Participant deferral / active EE | $5,380 | $4,050+32.8% | $3,704+45.3% | $5,609-4.1% |
| Admin fee / account holder | $537 | $5,907-90.9% | $5,113-89.5% | $10,829-95.0% |