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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 | $23,457 | $176,105-86.7% | $159,474-85.3% | $167,536-86.0% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $6,984 | $5,299+31.8% | $4,831+44.6% | $4,839+44.3% |
| Participant deferral / active EE | $11,345 | $7,751+46.4% | $7,353+54.3% | $6,342+78.9% |
| Admin fee / account holder | $2,360 | $12,559-81.2% | $10,802-78.2% | $12,315-80.8% |