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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 | $12,830 | $104,953-87.8% | $84,637-84.8% | $152,909-91.6% |
| Participation rate | 91.7% | 74.8%+16.8pp | 68.2%+23.4pp | 82.5%+9.2pp |
| Annual return | 0.00% | 373.94%-373.9pp | 258.82%-258.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $5,566 | $3,304+68.5% | $2,653+109.8% | $4,764+16.8% |
| Participant deferral / active EE | $10,532 | $4,691+124.5% | $3,900+170.0% | $5,851+80.0% |
| Admin fee / account holder | $2,024 | $6,244-67.6% | $4,914-58.8% | $11,601-82.6% |