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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 | $64,289 | $115,796-44.5% | $101,264-36.5% | $158,950-59.6% |
| Participation rate | 89.5% | 79.4%+10.1pp | 75.8%+13.7pp | 82.0%+7.5pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,670 | $4,175-60.0% | $3,660-54.4% | $4,762-64.9% |
| Participant deferral / active EE | $6,163 | $4,958+24.3% | $4,370+41.0% | $5,983+3.0% |
| Admin fee / account holder | $1,506 | $7,247-79.2% | $5,947-74.7% | $11,248-86.6% |