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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 | $34,816 | $185,199-81.2% | $142,874-75.6% | $167,518-79.2% |
| Participation rate | 92.3% | 78.5%+13.8pp | 72.0%+20.4pp | 82.1%+10.2pp |
| Annual return | 0.00% | 8556.90%-8556.9pp | 5638.58%-5638.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $2,873 | $5,606-48.7% | $4,145-30.7% | $4,838-40.6% |
| Participant deferral / active EE | $6,622 | $4,495+47.3% | $3,838+72.5% | $6,342+4.4% |
| Admin fee / account holder | $4,164 | $8,031-48.2% | $6,561-36.5% | $12,312-66.2% |