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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 | $12,091 | $110,551-89.1% | $80,741-85.0% | $167,536-92.8% |
| Participation rate | 87.5% | 64.0%+23.5pp | 54.2%+33.3pp | 82.1%+5.4pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $4,980 | $1,543+222.8% | $1,160+329.2% | $4,839+2.9% |
| Participant deferral / active EE | $2,770 | $2,870-3.5% | $2,145+29.1% | $6,342-56.3% |
| Admin fee / account holder | $339 | $4,547-92.5% | $3,380-90.0% | $12,315-97.2% |