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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 | $31,071 | $60,139-48.3% | $90,461-65.7% | $79,856-61.1% |
| Participation rate | 85.2% | 65.0%+20.2pp | 72.7%+12.5pp | 69.6%+15.5pp |
| Annual return | 0.00% | 71.96%-72.0pp | 1294.76%-1294.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $5,797 | $2,069+180.2% | $3,264+77.6% | $2,471+134.6% |
| Participant deferral / active EE | $5,053 | $2,939+71.9% | $3,964+27.5% | $3,741+35.1% |
| Admin fee / account holder | $4,034 | $3,978+1.4% | $5,617-28.2% | $5,306-24.0% |