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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 | $35,976 | $135,645-73.5% | $110,243-67.4% | $135,380-73.4% |
| Participation rate | 78.3% | 83.5%-5.2pp | 79.8%-1.6pp | 82.6%-4.4pp |
| Annual return | 0.00% | 513.24%-513.2pp | 314.76%-314.8pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,821 | $4,907-62.9% | $3,827-52.4% | $4,779-61.9% |
| Participant deferral / active EE | $3,169 | $5,507-42.5% | $4,672-32.2% | $5,609-43.5% |
| Admin fee / account holder | $994 | $11,458-91.3% | $8,548-88.4% | $10,828-90.8% |