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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 | $16,047 | $49,199-67.4% | $121,210-86.8% | $75,177-78.7% |
| Participation rate | 74.1% | 55.4%+18.6pp | 69.5%+4.5pp | 67.2%+6.9pp |
| Annual return | 0.00% | 56.04%-56.0pp | 987.41%-987.4pp | 160.75%-160.8pp |
| Employer contribution / active EE | $1,267 | $1,547-18.1% | $4,171-69.6% | $2,671-52.6% |
| Participant deferral / active EE | $2,881 | $2,630+9.6% | $4,084-29.4% | $4,126-30.2% |
| Admin fee / account holder | $941 | $3,946-76.1% | $5,647-83.3% | $5,651-83.3% |