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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 | $66,233 | $157,296-57.9% | $141,191-53.1% | $152,897-56.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,004 | $5,262-80.9% | $4,736-78.8% | $4,764-78.9% |
| Participant deferral / active EE | $10,157 | $7,111+42.8% | $6,710+51.4% | $5,851+73.6% |
| Admin fee / account holder | $808 | $12,125-93.3% | $10,264-92.1% | $11,599-93.0% |