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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 | $12,205 | $100,895-87.9% | $90,430-86.5% | $158,950-92.3% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 0.00% | 1725.54%-1725.5pp | 1293.73%-1293.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $2,603 | $3,689-29.4% | $3,262-20.2% | $4,762-45.3% |
| Participant deferral / active EE | $6,933 | $4,347+59.5% | $3,963+75.0% | $5,983+15.9% |
| Admin fee / account holder | $704 | $6,505-89.2% | $5,613-87.5% | $11,248-93.7% |