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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 | $12,474 | $99,668-87.5% | $86,451-85.6% | $134,545-90.7% |
| Participation rate | 83.3% | 82.1%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | 0.00% | 6789.61%-6789.6pp | 4398.51%-4398.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $5,334 | $4,403+21.1% | $3,770+41.5% | $4,742+12.5% |
| Participant deferral / active EE | $8,146 | $7,249+12.4% | $6,953+17.2% | $6,401+27.3% |
| Admin fee / account holder | $2,757 | $8,377-67.1% | $6,734-59.1% | $11,431-75.9% |