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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 | $48,918 | $78,694-37.8% | $67,653-27.7% | $125,388-61.0% |
| Participation rate | 77.8% | 78.8%-1.0pp | 75.7%+2.1pp | 83.2%-5.4pp |
| Annual return | -0.31% | 9.46%-9.8pp | 6625.22%-6625.5pp | 282.24%-282.6pp |
| Employer contribution / active EE | $750 | $3,044-75.4% | $2,266-66.9% | $4,866-84.6% |
| Participant deferral / active EE | $4,729 | $4,292+10.2% | $3,560+32.9% | $5,352-11.6% |
| Admin fee / account holder | $2,083 | $7,403-71.9% | $4,821-56.8% | $9,541-78.2% |