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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 | $27,074 | $76,519-64.6% | $56,025-51.7% | $145,897-81.4% |
| Participation rate | 87.5% | 63.2%+24.3pp | 52.5%+35.0pp | 80.3%+7.2pp |
| Annual return | 0.00% | 3017.03%-3017.0pp | 1712.69%-1712.7pp | 552.29%-552.3pp |
| Employer contribution / active EE | $3,649 | $1,383+163.8% | $1,042+250.3% | $4,663-21.7% |
| Participant deferral / active EE | $4,287 | $2,624+63.3% | $1,955+119.3% | $6,689-35.9% |
| Admin fee / account holder | $428 | $3,331-87.1% | $2,828-84.9% | $13,390-96.8% |