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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 | $49,213 | $107,363-54.2% | $92,909-47.0% | $152,897-67.8% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.5%-4.7pp |
| Annual return | 0.00% | 145.63%-145.6pp | 109.44%-109.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $3,127 | $4,222-25.9% | $3,653-14.4% | $4,764-34.4% |
| Participant deferral / active EE | $8,839 | $4,848+82.3% | $4,238+108.6% | $5,851+51.1% |
| Admin fee / account holder | $7,492 | $7,082+5.8% | $5,795+29.3% | $11,599-35.4% |