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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 | $24,947 | $115,810-78.5% | $101,271-75.4% | $158,966-84.3% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $4,837 | $4,175+15.8% | $3,660+32.1% | $4,762+1.6% |
| Participant deferral / active EE | $7,761 | $4,958+56.5% | $4,371+77.6% | $5,983+29.7% |
| Admin fee / account holder | $314 | $7,248-95.7% | $5,948-94.7% | $11,250-97.2% |