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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 | $106,542 | $75,832+40.5% | $147,617-27.8% | $59,633+78.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,510 | $3,485-56.7% | $5,564-72.9% | $2,203-31.4% |
| Participant deferral / active EE | $1,150 | $3,131-63.3% | $4,895-76.5% | $3,192-64.0% |
| Admin fee / account holder | $1,504 | $5,986-74.9% | $11,612-87.0% | $4,297-65.0% |