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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 | $7,554 | $92,766-91.9% | $82,763-90.9% | $134,545-94.4% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | 0.00% | 946.97%-947.0pp | 702.45%-702.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,803 | $3,273-44.9% | $3,008-40.1% | $4,742-62.0% |
| Participant deferral / active EE | $6,397 | $4,802+33.2% | $4,395+45.6% | $6,401-0.1% |
| Admin fee / account holder | $353 | $5,978-94.1% | $5,325-93.4% | $11,431-96.9% |