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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 | $57,305 | $100,938-43.2% | $90,461-36.7% | $158,982-64.0% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.7%+21.1pp | 82.0%+11.8pp |
| Annual return | 0.00% | 1727.20%-1727.2pp | 1294.76%-1294.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,993 | $3,691-46.0% | $3,264-38.9% | $4,763-58.1% |
| Participant deferral / active EE | $3,566 | $4,350-18.0% | $3,964-10.1% | $5,983-40.4% |
| Admin fee / account holder | $402 | $6,510-93.8% | $5,617-92.8% | $11,252-96.4% |