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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 | $26,164 | $107,941-75.8% | $91,994-71.6% | $152,897-82.9% |
| Participation rate | 72.2% | 81.2%-9.0pp | 78.6%-6.4pp | 82.5%-10.2pp |
| Annual return | 0.00% | 89.28%-89.3pp | 69.04%-69.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,891 | $4,212-55.1% | $3,453-45.2% | $4,764-60.3% |
| Participant deferral / active EE | $3,784 | $6,366-40.6% | $5,924-36.1% | $5,851-35.3% |
| Admin fee / account holder | $350 | $10,521-96.7% | $7,744-95.5% | $11,599-97.0% |