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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 | $99,031-85.8% | $86,597-83.8% | $147,585-90.5% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 0.00% | 1312.56%-1312.6pp | 964.96%-965.0pp | 578.57%-578.6pp |
| Employer contribution / active EE | $1,712 | $3,132-45.3% | $2,840-39.7% | $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 | $5,711-86.6% | $4,906-84.4% | $10,885-93.0% |