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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 | $27,474 | $92,766-70.4% | $82,763-66.8% | $134,545-79.6% |
| Participation rate | 78.6% | 75.2%+3.4pp | 72.6%+6.0pp | 81.2%-2.7pp |
| Annual return | 0.00% | 946.97%-947.0pp | 702.45%-702.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $3,150 | $3,273-3.8% | $3,008+4.7% | $4,742-33.6% |
| Participant deferral / active EE | $7,961 | $4,802+65.8% | $4,395+81.1% | $6,401+24.4% |
| Admin fee / account holder | $339 | $5,978-94.3% | $5,325-93.6% | $11,431-97.0% |