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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 | $57,976 | $78,694-26.3% | $67,652-14.3% | $125,389-53.8% |
| Participation rate | 75.0% | 78.8%-3.8pp | 75.7%-0.7pp | 83.2%-8.2pp |
| Annual return | -0.45% | 9.46%-9.9pp | 6625.40%-6625.8pp | 282.24%-282.7pp |
| Employer contribution / active EE | $571 | $3,044-81.2% | $2,266-74.8% | $4,866-88.3% |
| Participant deferral / active EE | $4,481 | $4,292+4.4% | $3,560+25.9% | $5,352-16.3% |
| Admin fee / account holder | $4,542 | $7,403-38.6% | $4,821-5.8% | $9,541-52.4% |