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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 | $17,043 | $84,741-79.9% | $75,731-77.5% | $167,553-89.8% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.8%+12.7pp | 82.1%+5.4pp |
| Annual return | 0.00% | 199.72%-199.7pp | 104.65%-104.6pp | 478.89%-478.9pp |
| Employer contribution / active EE | $2,600 | $3,230-19.5% | $2,743-5.2% | $4,840-46.3% |
| Participant deferral / active EE | $8,010 | $4,577+75.0% | $3,820+109.7% | $6,343+26.3% |
| Admin fee / account holder | $425 | $5,361-92.1% | $3,620-88.3% | $12,316-96.6% |