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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 | $15,945 | $138,078-88.5% | $125,363-87.3% | $134,509-88.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | 0.00% | 750.49%-750.5pp | 572.15%-572.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $4,172 | $5,245-20.5% | $4,815-13.4% | $4,741-12.0% |
| Participant deferral / active EE | $10,535 | $7,800+35.1% | $7,447+41.5% | $6,400+64.6% |
| Admin fee / account holder | $580 | $11,566-95.0% | $10,005-94.2% | $11,427-94.9% |