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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 | $40,738 | $157,304-74.1% | $141,197-71.1% | $152,909-73.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $3,262 | $5,263-38.0% | $4,736-31.1% | $4,764-31.5% |
| Participant deferral / active EE | $5,421 | $7,111-23.8% | $6,710-19.2% | $5,851-7.4% |
| Admin fee / account holder | $511 | $12,126-95.8% | $10,265-95.0% | $11,601-95.6% |