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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 | $56,358 | $110,551-49.0% | $80,741-30.2% | $167,536-66.4% |
| Participation rate | 80.0% | 64.0%+16.0pp | 54.2%+25.8pp | 82.1%-2.1pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,844 | $1,543+19.5% | $1,160+59.0% | $4,839-61.9% |
| Participant deferral / active EE | $9,099 | $2,870+217.0% | $2,145+324.1% | $6,342+43.5% |
| Admin fee / account holder | $5,013 | $4,547+10.3% | $3,380+48.3% | $12,315-59.3% |