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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 | $36,781 | $138,076-73.4% | $123,553-70.2% | $135,380-72.8% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,738 | $5,152-66.3% | $4,628-62.5% | $4,779-63.6% |
| Participant deferral / active EE | $2,982 | $6,800-56.1% | $6,426-53.6% | $5,609-46.8% |
| Admin fee / account holder | $15,565 | $10,917+42.6% | $9,284+67.6% | $10,828+43.7% |