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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 | $22,335 | $88,754-74.8% | $81,820-72.7% | $145,877-84.7% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 0.00% | 1031.77%-1031.8pp | 777.93%-777.9pp | 551.28%-551.3pp |
| Employer contribution / active EE | $3,643 | $3,085+18.1% | $2,915+25.0% | $4,663-21.9% |
| Participant deferral / active EE | $4,241 | $4,648-8.7% | $4,323-1.9% | $6,691-36.6% |
| Admin fee / account holder | $8,488 | $8,424+0.8% | $7,391+14.8% | $13,402-36.7% |