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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 | $38,394 | $115,814-66.8% | $101,275-62.1% | $158,982-75.8% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 0.00% | 56.16%-56.2pp | 46.48%-46.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $11,236 | $4,176+169.1% | $3,660+207.0% | $4,763+135.9% |
| Participant deferral / active EE | $10,944 | $4,958+120.7% | $4,371+150.4% | $5,983+82.9% |
| Admin fee / account holder | $308 | $7,249-95.8% | $5,948-94.8% | $11,252-97.3% |