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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 | $19,645 | $84,684-76.8% | $73,835-73.4% | $125,388-84.3% |
| Participation rate | 71.4% | 76.8%-5.3pp | 73.4%-2.0pp | 83.2%-11.8pp |
| Annual return | 0.64% | 3123.93%-3123.3pp | 2268.13%-2267.5pp | 282.24%-281.6pp |
| Employer contribution / active EE | $2,010 | $3,123-35.7% | $2,788-27.9% | $4,866-58.7% |
| Participant deferral / active EE | $2,411 | $3,993-39.6% | $3,583-32.7% | $5,352-54.9% |
| Admin fee / account holder | $4,109 | $5,691-27.8% | $4,880-15.8% | $9,541-56.9% |