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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 | $14,794 | $96,643-84.7% | $86,617-82.9% | $139,456-89.4% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 0.00% | 106.57%-106.6pp | 591.91%-591.9pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,922 | $3,264-41.1% | $3,023-36.4% | $4,753-59.6% |
| Participant deferral / active EE | $7,191 | $4,835+48.7% | $4,437+62.1% | $6,711+7.1% |
| Admin fee / account holder | $2,204 | $6,406-65.6% | $5,613-60.7% | $11,407-80.7% |