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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 | $60,288 | $89,367-32.5% | $141,191-57.3% | $72,975-17.4% |
| Participation rate | 70.9% | 75.1%-4.2pp | 82.5%-11.6pp | 69.5%+1.4pp |
| Annual return | 0.00% | 111.87%-111.9pp | 71.41%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $16,245 | $3,115+421.5% | $4,736+243.0% | $2,440+565.8% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,596 | $5,957-73.2% | $10,264-84.5% | $5,124-68.9% |