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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 | $92,684-70.4% | $82,706-66.8% | $134,509-79.6% |
| Participation rate | 78.6% | 75.2%+3.4pp | 72.6%+6.0pp | 81.2%-2.7pp |
| Annual return | 0.00% | 945.84%-945.8pp | 701.76%-701.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $3,150 | $3,272-3.7% | $3,007+4.7% | $4,741-33.6% |
| Participant deferral / active EE | $7,961 | $4,800+65.9% | $4,394+81.2% | $6,400+24.4% |
| Admin fee / account holder | $339 | $5,982-94.3% | $5,329-93.6% | $11,427-97.0% |