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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 | $27,659 | $105,145-73.7% | $94,664-70.8% | $139,466-80.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 38.09%-38.1pp | 156.84%-156.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $6,143 | $4,107+49.6% | $3,673+67.3% | $4,754+29.2% |
| Participant deferral / active EE | $11,773 | $7,599+54.9% | $7,417+58.7% | $6,712+75.4% |
| Admin fee / account holder | $2,714 | $8,972-69.7% | $7,222-62.4% | $11,409-76.2% |