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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 | $32,688 | $209,874-84.4% | $189,537-82.8% | $167,536-80.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 748.61%-748.6pp | 555.34%-555.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,597 | $6,913-76.9% | $6,161-74.1% | $4,839-67.0% |
| Participant deferral / active EE | $7,409 | $8,934-17.1% | $8,220-9.9% | $6,342+16.8% |
| Admin fee / account holder | $724 | $14,299-94.9% | $12,048-94.0% | $12,315-94.1% |