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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 | $10,715 | $26,137-59.0% | $58,561-81.7% | $74,460-85.6% |
| Participation rate | 70.9% | 32.2%+38.7pp | 50.9%+20.0pp | 70.7%+0.2pp |
| Annual return | 0.00% | 32.53%-32.5pp | 4251.33%-4251.3pp | 34.38%-34.4pp |
| Employer contribution / active EE | $8,062 | $537+1401.9% | $1,053+665.2% | $2,638+205.6% |
| Participant deferral / active EE | $0 | $1,076-100.0% | $1,923-100.0% | $4,530-100.0% |
| Admin fee / account holder | $546 | $648-15.7% | $2,520-78.3% | $348+57.1% |