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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 | $45,373 | $78,694-42.3% | $67,652-32.9% | $125,389-63.8% |
| Participation rate | 75.0% | 78.8%-3.8pp | 75.7%-0.7pp | 83.2%-8.2pp |
| Annual return | 0.22% | 9.46%-9.2pp | 6625.40%-6625.2pp | 282.24%-282.0pp |
| Employer contribution / active EE | $852 | $3,044-72.0% | $2,266-62.4% | $4,866-82.5% |
| Participant deferral / active EE | $2,753 | $4,292-35.9% | $3,560-22.7% | $5,352-48.6% |
| Admin fee / account holder | $1,936 | $7,403-73.8% | $4,821-59.8% | $9,541-79.7% |