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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 | $33,636 | $125,184-73.1% | $105,607-68.1% | $145,884-76.9% |
| Participation rate | 90.9% | 77.6%+13.3pp | 75.3%+15.6pp | 80.3%+10.6pp |
| Annual return | 0.00% | 225.00%-225.0pp | 116.11%-116.1pp | 551.85%-551.8pp |
| Employer contribution / active EE | $3,774 | $3,720+1.5% | $3,167+19.2% | $4,662-19.0% |
| Participant deferral / active EE | $5,835 | $5,714+2.1% | $5,011+16.4% | $6,690-12.8% |
| Admin fee / account holder | $1,102 | $17,133-93.6% | $10,958-89.9% | $13,392-91.8% |