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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 | $31,261 | $106,008-70.5% | $92,240-66.1% | $147,586-78.8% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,917 | $4,333-32.7% | $3,680-20.7% | $4,876-40.2% |
| Participant deferral / active EE | $6,968 | $4,478+55.6% | $3,897+78.8% | $5,439+28.1% |
| Admin fee / account holder | $434 | $6,333-93.2% | $5,194-91.7% | $10,886-96.0% |