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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 | $32,126 | $115,810-72.3% | $101,271-68.3% | $158,966-79.8% |
| Participation rate | 70.8% | 79.4%-8.5pp | 75.8%-5.0pp | 82.0%-11.1pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,822 | $4,175-56.4% | $3,660-50.2% | $4,762-61.7% |
| Participant deferral / active EE | $3,117 | $4,958-37.1% | $4,371-28.7% | $5,983-47.9% |
| Admin fee / account holder | $1,001 | $7,248-86.2% | $5,948-83.2% | $11,250-91.1% |