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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 | $17,620 | $121,701-85.5% | $104,639-83.2% | $158,982-88.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 465.72%-465.7pp | 340.67%-340.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $14,793 | $3,165+367.3% | $2,682+451.6% | $4,763+210.6% |
| Participant deferral / active EE | $4,104 | $4,176-1.7% | $3,738+9.8% | $5,983-31.4% |
| Admin fee / account holder | $379 | $7,778-95.1% | $6,465-94.1% | $11,252-96.6% |