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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 | $9,742 | $93,098-89.5% | $77,081-87.4% | $134,509-92.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 0.00% | 62.63%-62.6pp | 42.33%-42.3pp | 418.13%-418.1pp |
| Employer contribution / active EE | $3,476 | $3,419+1.7% | $2,813+23.6% | $4,741-26.7% |
| Participant deferral / active EE | $12,303 | $5,239+134.8% | $4,428+177.9% | $6,400+92.2% |
| Admin fee / account holder | $1,614 | $6,945-76.8% | $5,427-70.3% | $11,427-85.9% |