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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 | $63,441 | $106,008-40.2% | $92,240-31.2% | $147,586-57.0% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,279 | $4,333-47.4% | $3,680-38.1% | $4,876-53.3% |
| Participant deferral / active EE | $8,307 | $4,478+85.5% | $3,897+113.2% | $5,439+52.7% |
| Admin fee / account holder | $549 | $6,333-91.3% | $5,194-89.4% | $10,886-95.0% |