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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 | $34,312 | $138,102-75.2% | $125,381-72.6% | $134,532-74.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $3,143 | $5,245-40.1% | $4,815-34.7% | $4,741-33.7% |
| Participant deferral / active EE | $7,088 | $7,801-9.1% | $7,448-4.8% | $6,401+10.7% |
| Admin fee / account holder | $767 | $11,568-93.4% | $10,007-92.3% | $11,429-93.3% |