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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 | $74,923 | $107,363-30.2% | $92,909-19.4% | $152,897-51.0% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | 0.00% | 145.63%-145.6pp | 109.44%-109.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $4,887 | $4,222+15.7% | $3,653+33.8% | $4,764+2.6% |
| Participant deferral / active EE | $9,425 | $4,848+94.4% | $4,238+122.4% | $5,851+61.1% |
| Admin fee / account holder | $380 | $7,082-94.6% | $5,795-93.4% | $11,599-96.7% |