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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 | $38,443 | $93,346-58.8% | $71,796-46.5% | $273,972-86.0% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 83.0%-8.0pp |
| Annual return | 0.00% | 130.39%-130.4pp | 78.04%-78.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,284 | $2,733-53.0% | $1,924-33.3% | $4,869-73.6% |
| Participant deferral / active EE | $1,668 | $3,475-52.0% | $2,794-40.3% | $5,287-68.5% |
| Admin fee / account holder | $3,199 | $6,571-51.3% | $4,815-33.6% | $10,133-68.4% |