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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 | $14,149 | $99,011-85.7% | $86,582-83.7% | $147,586-90.4% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 0.00% | 1312.75%-1312.7pp | 965.08%-965.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,221 | $3,132-61.0% | $2,839-57.0% | $4,876-75.0% |
| Participant deferral / active EE | $1,450 | $3,972-63.5% | $3,609-59.8% | $5,439-73.3% |
| Admin fee / account holder | $7,346 | $5,709+28.7% | $4,904+49.8% | $10,886-32.5% |