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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 | $60,560 | $100,139-39.5% | $85,187-28.9% | $145,884-58.5% |
| Participation rate | 90.9% | 74.1%+16.8pp | 67.5%+23.4pp | 80.3%+10.6pp |
| Annual return | 0.00% | 84.15%-84.2pp | 66.67%-66.7pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,548 | $3,238-52.2% | $2,732-43.3% | $4,662-66.8% |
| Participant deferral / active EE | $7,674 | $5,296+44.9% | $4,525+69.6% | $6,690+14.7% |
| Admin fee / account holder | $10,695 | $7,262+47.3% | $6,162+73.6% | $13,392-20.1% |