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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 | $25,326 | $82,630-69.4% | $64,105-60.5% | $125,389-79.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 0.76% | 1489.72%-1489.0pp | 791.24%-790.5pp | 282.24%-281.5pp |
| Employer contribution / active EE | $816 | $2,671-69.4% | $1,820-55.1% | $4,866-83.2% |
| Participant deferral / active EE | $2,041 | $3,608-43.4% | $2,822-27.7% | $5,352-61.9% |
| Admin fee / account holder | $4,050 | $6,382-36.5% | $4,499-10.0% | $9,541-57.6% |