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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 | $125,237-73.1% | $105,608-68.2% | $145,877-76.9% |
| Participation rate | 90.9% | 77.7%+13.3pp | 75.3%+15.6pp | 80.3%+10.6pp |
| Annual return | 0.00% | 225.76%-225.8pp | 116.50%-116.5pp | 551.28%-551.3pp |
| Employer contribution / active EE | $3,774 | $3,720+1.5% | $3,167+19.2% | $4,663-19.1% |
| Participant deferral / active EE | $5,835 | $5,711+2.2% | $5,010+16.5% | $6,691-12.8% |
| Admin fee / account holder | $1,102 | $17,287-93.6% | $11,028-90.0% | $13,402-91.8% |