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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 | $25,360 | $103,393-75.5% | $87,103-70.9% | $152,909-83.4% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.9%-6.9pp | 82.5%-12.5pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,724 | $3,221-46.5% | $2,521-31.6% | $4,764-63.8% |
| Participant deferral / active EE | $4,136 | $4,778-13.4% | $4,049+2.2% | $5,851-29.3% |
| Admin fee / account holder | $2,767 | $12,195-77.3% | $7,491-63.1% | $11,601-76.1% |