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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 | $14,931 | $138,102-89.2% | $125,381-88.1% | $134,532-88.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $5,016 | $5,245-4.4% | $4,815+4.2% | $4,741+5.8% |
| Participant deferral / active EE | $16,551 | $7,801+112.2% | $7,448+122.2% | $6,401+158.6% |
| Admin fee / account holder | $2,307 | $11,568-80.1% | $10,007-76.9% | $11,429-79.8% |