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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 | $45,957 | $129,737-64.6% | $119,126-61.4% | $154,746-70.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 0.00% | 379.08%-379.1pp | 282.11%-282.1pp | 172.34%-172.3pp |
| Employer contribution / active EE | $2,302 | $4,375-47.4% | $4,034-42.9% | $4,379-47.4% |
| Participant deferral / active EE | $5,910 | $5,842+1.2% | $5,318+11.1% | $6,730-12.2% |
| Admin fee / account holder | $578 | $11,961-95.2% | $10,693-94.6% | $14,365-96.0% |