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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 | $99,031-85.7% | $86,597-83.7% | $147,585-90.4% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 0.00% | 1312.56%-1312.6pp | 964.96%-965.0pp | 578.57%-578.6pp |
| Employer contribution / active EE | $1,221 | $3,132-61.0% | $2,840-57.0% | $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 | $5,711+28.6% | $4,906+49.7% | $10,885-32.5% |