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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 | $16,846 | $110,093-84.7% | $97,295-82.7% | $145,897-88.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 0.00% | 244.76%-244.8pp | 75.62%-75.6pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,608 | $3,077-47.7% | $2,723-40.9% | $4,663-65.5% |
| Participant deferral / active EE | $2,565 | $4,678-45.2% | $4,264-39.8% | $6,689-61.7% |
| Admin fee / account holder | $494 | $6,212-92.0% | $5,646-91.3% | $13,390-96.3% |