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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 | $185,856-81.4% | $170,028-79.6% | $139,456-75.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 60.52%-60.5pp | 53.39%-53.4pp | 373.45%-373.4pp |
| Employer contribution / active EE | $3,446 | $7,593-54.6% | $6,788-49.2% | $4,753-27.5% |
| Participant deferral / active EE | $9,086 | $11,623-21.8% | $10,409-12.7% | $6,711+35.4% |
| Admin fee / account holder | $366 | $15,387-97.6% | $12,820-97.1% | $11,407-96.8% |