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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 | $34,611 | $185,883-81.4% | $170,043-79.6% | $139,466-75.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 60.54%-60.5pp | 53.40%-53.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $3,446 | $7,596-54.6% | $6,790-49.3% | $4,754-27.5% |
| Participant deferral / active EE | $9,086 | $11,626-21.8% | $10,410-12.7% | $6,712+35.4% |
| Admin fee / account holder | $366 | $15,393-97.6% | $12,824-97.1% | $11,409-96.8% |