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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 | $18,104 | $175,231-89.7% | $149,696-87.9% | $139,466-87.0% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 0.00% | 166.77%-166.8pp | 134.46%-134.5pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,884 | $5,478-65.6% | $4,821-60.9% | $4,754-60.4% |
| Participant deferral / active EE | $7,011 | $6,521+7.5% | $5,682+23.4% | $6,712+4.5% |
| Admin fee / account holder | $1,246 | $16,155-92.3% | $13,212-90.6% | $11,409-89.1% |