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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 | $90,002 | $150,447-40.2% | $136,298-34.0% | $147,586-39.0% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 0.00% | 1049.15%-1049.2pp | 5156.27%-5156.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,462 | $5,256-72.2% | $4,696-68.9% | $4,876-70.0% |
| Participant deferral / active EE | $5,702 | $6,631-14.0% | $6,247-8.7% | $5,439+4.8% |
| Admin fee / account holder | $854 | $10,906-92.2% | $9,244-90.8% | $10,886-92.2% |