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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 | $71,795 | $150,447-52.3% | $136,298-47.3% | $147,586-51.4% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 0.00% | 1049.15%-1049.2pp | 5156.27%-5156.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,717 | $5,256-67.3% | $4,696-63.4% | $4,876-64.8% |
| Participant deferral / active EE | $7,768 | $6,631+17.2% | $6,247+24.4% | $5,439+42.8% |
| Admin fee / account holder | $14,852 | $10,906+36.2% | $9,244+60.7% | $10,886+36.4% |