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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 | $50,630 | $63,342-20.1% | $92,235-45.1% | $70,131-27.8% |
| Participation rate | 95.3% | 68.7%+26.6pp | 76.5%+18.8pp | 69.5%+25.8pp |
| Annual return | 0.00% | 530.15%-530.2pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,509 | $2,471+1.5% | $3,679-31.8% | $2,342+7.1% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $650 | $3,840-83.1% | $5,194-87.5% | $4,645-86.0% |