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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 | $123,237 | $84,685+45.5% | $73,836+66.9% | $125,389-1.7% |
| Participation rate | 83.3% | 76.8%+6.6pp | 73.4%+9.9pp | 83.2%+0.1pp |
| Annual return | 0.00% | 3123.80%-3123.8pp | 2268.06%-2268.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,968 | $3,123-37.0% | $2,787-29.4% | $4,866-59.6% |
| Participant deferral / active EE | $1,442 | $3,993-63.9% | $3,583-59.7% | $5,352-73.0% |
| Admin fee / account holder | $376 | $5,694-93.4% | $4,882-92.3% | $9,541-96.1% |