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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 | $15,945 | $103,008-84.5% | $90,304-82.3% | $152,897-89.6% |
| Participation rate | 84.6% | 75.9%+8.7pp | 73.3%+11.3pp | 82.5%+2.2pp |
| Annual return | 0.00% | 95.22%-95.2pp | 78.13%-78.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,784 | $3,139-43.2% | $2,855-37.5% | $4,764-62.5% |
| Participant deferral / active EE | $6,143 | $4,281+43.5% | $3,885+58.1% | $5,851+5.0% |
| Admin fee / account holder | $2,325 | $6,175-62.4% | $5,354-56.6% | $11,599-80.0% |