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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 | $24,765 | $138,075-82.1% | $123,552-80.0% | $135,379-81.7% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | 0.24% | 153.70%-153.5pp | 119.20%-119.0pp | 519.79%-519.6pp |
| Employer contribution / active EE | $7,688 | $5,152+49.2% | $4,628+66.1% | $4,779+60.9% |
| Participant deferral / active EE | $10,344 | $6,800+52.1% | $6,426+61.0% | $5,609+84.4% |
| Admin fee / account holder | $6,272 | $10,917-42.6% | $9,285-32.5% | $10,828-42.1% |