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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 | $45,777 | $183,988-75.1% | $162,177-71.8% | $152,897-70.1% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.5%+3.3pp |
| Annual return | 0.00% | 150.79%-150.8pp | 115.60%-115.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $27,478 | $6,370+331.4% | $5,613+389.5% | $4,764+476.8% |
| Participant deferral / active EE | $16,123 | $8,032+100.7% | $7,297+121.0% | $5,851+175.6% |
| Admin fee / account holder | $3,929 | $13,123-70.1% | $10,843-63.8% | $11,599-66.1% |