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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 | $13,099 | $103,038-87.3% | $90,324-85.5% | $152,909-91.4% |
| Participation rate | 70.6% | 75.9%-5.3pp | 73.3%-2.7pp | 82.5%-11.9pp |
| Annual return | 0.00% | 95.25%-95.3pp | 78.15%-78.1pp | 345.46%-345.5pp |
| Employer contribution / active EE | $865 | $3,141-72.4% | $2,856-69.7% | $4,764-81.8% |
| Participant deferral / active EE | $1,905 | $4,282-55.5% | $3,885-51.0% | $5,851-67.4% |
| Admin fee / account holder | $641 | $6,177-89.6% | $5,356-88.0% | $11,601-94.5% |