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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 | $14,056 | $99,011-85.8% | $86,582-83.8% | $147,586-90.5% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 0.00% | 1312.75%-1312.7pp | 965.08%-965.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,712 | $3,132-45.3% | $2,839-39.7% | $4,876-64.9% |
| Participant deferral / active EE | $3,760 | $3,972-5.3% | $3,609+4.2% | $5,439-30.9% |
| Admin fee / account holder | $766 | $5,709-86.6% | $4,904-84.4% | $10,886-93.0% |