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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 | $114,544 | $92,684+23.6% | $82,706+38.5% | $134,509-14.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 945.84%-945.8pp | 701.76%-701.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $2,237 | $3,272-31.6% | $3,007-25.6% | $4,741-52.8% |
| Participant deferral / active EE | $6,868 | $4,800+43.1% | $4,394+56.3% | $6,400+7.3% |
| Admin fee / account holder | $557 | $5,982-90.7% | $5,329-89.6% | $11,427-95.1% |