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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 | $108,814 | $209,425-48.0% | $178,499-39.0% | $158,966-31.5% |
| Participation rate | 76.2% | 86.4%-10.2pp | 81.9%-5.7pp | 82.0%-5.8pp |
| Annual return | 0.00% | 188.80%-188.8pp | 151.10%-151.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,350 | $5,707-58.8% | $5,011-53.1% | $4,762-50.7% |
| Participant deferral / active EE | $4,826 | $5,955-19.0% | $5,202-7.2% | $5,983-19.3% |
| Admin fee / account holder | $995 | $17,078-94.2% | $13,986-92.9% | $11,250-91.2% |