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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 | $62,585 | $135,645-53.9% | $110,243-43.2% | $135,380-53.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 513.24%-513.2pp | 314.76%-314.8pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,374 | $4,907-51.6% | $3,827-38.0% | $4,779-50.3% |
| Participant deferral / active EE | $5,661 | $5,507+2.8% | $4,672+21.2% | $5,609+0.9% |
| Admin fee / account holder | $40,726 | $11,458+255.4% | $8,548+376.5% | $10,828+276.1% |