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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 | $39,364 | $227,597-82.7% | $189,575-79.2% | $167,536-76.5% |
| Participation rate | 73.7% | 82.5%-8.8pp | 78.4%-4.8pp | 82.1%-8.4pp |
| Annual return | 0.00% | 78.44%-78.4pp | 64.19%-64.2pp | 478.82%-478.8pp |
| Employer contribution / active EE | $3,148 | $5,316-40.8% | $4,412-28.7% | $4,839-34.9% |
| Participant deferral / active EE | $3,148 | $7,002-55.0% | $6,174-49.0% | $6,342-50.4% |
| Admin fee / account holder | $478 | $11,877-96.0% | $9,806-95.1% | $12,315-96.1% |