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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 | $17,559 | $96,388-81.8% | $80,627-78.2% | $139,466-87.4% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 0.00% | 1352.08%-1352.1pp | 936.76%-936.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $6,706 | $3,260+105.7% | $2,723+146.3% | $4,754+41.1% |
| Participant deferral / active EE | $1,315 | $5,224-74.8% | $4,443-70.4% | $6,712-80.4% |
| Admin fee / account holder | $2,203 | $6,603-66.6% | $5,381-59.1% | $11,409-80.7% |