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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 | $32,359 | $232,540-86.1% | $185,117-82.5% | $147,585-78.1% |
| Participation rate | 70.6% | 82.4%-11.8pp | 77.3%-6.7pp | 82.8%-12.2pp |
| Annual return | 0.00% | 43.03%-43.0pp | 40.50%-40.5pp | 578.58%-578.6pp |
| Employer contribution / active EE | $648 | $5,195-87.5% | $4,182-84.5% | $4,876-86.7% |
| Participant deferral / active EE | $2,530 | $5,834-56.6% | $5,045-49.8% | $5,439-53.5% |
| Admin fee / account holder | $1,144 | $10,275-88.9% | $8,159-86.0% | $10,886-89.5% |