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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 | $146,167 | $104,937+39.3% | $84,628+72.7% | $152,897-4.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 0.00% | 373.88%-373.9pp | 258.80%-258.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,790 | $4,690+87.4% | $3,900+125.4% | $5,851+50.2% |
| Admin fee / account holder | $1,275 | $6,243-79.6% | $4,914-74.0% | $11,599-89.0% |