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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 | $31,222 | $102,696-69.6% | $86,235-63.8% | $139,487-77.6% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.0%+21.0pp | 80.3%+9.7pp |
| Annual return | 0.00% | 1925.91%-1925.9pp | 1170.03%-1170.0pp | 373.84%-373.8pp |
| Employer contribution / active EE | $2,572 | $3,034-15.2% | $2,381+8.0% | $4,755-45.9% |
| Participant deferral / active EE | $5,932 | $4,679+26.8% | $3,987+48.8% | $6,713-11.6% |
| Admin fee / account holder | $650 | $8,667-92.5% | $6,856-90.5% | $11,407-94.3% |