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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 | $23,391 | $78,694-70.3% | $67,652-65.4% | $125,393-81.3% |
| Participation rate | 75.0% | 78.8%-3.8pp | 75.7%-0.7pp | 83.2%-8.2pp |
| Annual return | 1.11% | 9.46%-8.3pp | 6625.04%-6623.9pp | 282.23%-281.1pp |
| Employer contribution / active EE | $1,198 | $3,044-60.6% | $2,266-47.1% | $4,866-75.4% |
| Participant deferral / active EE | $1,820 | $4,292-57.6% | $3,560-48.9% | $5,351-66.0% |
| Admin fee / account holder | $2,083 | $7,403-71.9% | $4,821-56.8% | $9,541-78.2% |