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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 | $13,982 | $100,139-86.0% | $85,187-83.6% | $145,884-90.4% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 0.00% | 84.15%-84.2pp | 66.67%-66.7pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,142 | $3,238-64.7% | $2,732-58.2% | $4,662-75.5% |
| Participant deferral / active EE | $3,039 | $5,296-42.6% | $4,525-32.8% | $6,690-54.6% |
| Admin fee / account holder | $8,521 | $7,262+17.3% | $6,162+38.3% | $13,392-36.4% |