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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 | $21,793 | $106,008-79.4% | $92,240-76.4% | $147,586-85.2% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,413 | $4,333-67.4% | $3,680-61.6% | $4,876-71.0% |
| Participant deferral / active EE | $2,307 | $4,478-48.5% | $3,897-40.8% | $5,439-57.6% |
| Admin fee / account holder | $2,068 | $6,333-67.3% | $5,194-60.2% | $10,886-81.0% |