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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 | $68,938 | $138,072-50.1% | $123,549-44.2% | $135,382-49.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.22% | 153.69%-153.5pp | 119.20%-119.0pp | 519.77%-519.5pp |
| Employer contribution / active EE | $8,657 | $5,152+68.0% | $4,628+87.1% | $4,779+81.2% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,427 | $10,917-41.1% | $9,284-30.8% | $10,829-40.7% |