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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 | $145,493 | $88,754+63.9% | $81,820+77.8% | $145,877-0.3% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 0.00% | 1031.77%-1031.8pp | 777.93%-777.9pp | 551.28%-551.3pp |
| Employer contribution / active EE | $1,825 | $3,085-40.8% | $2,915-37.4% | $4,663-60.9% |
| Participant deferral / active EE | $5,596 | $4,648+20.4% | $4,323+29.5% | $6,691-16.4% |
| Admin fee / account holder | $1,013 | $8,424-88.0% | $7,391-86.3% | $13,402-92.4% |