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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 | $18,458 | $97,732-81.1% | $83,831-78.0% | $135,380-86.4% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $709 | $4,222-83.2% | $3,631-80.5% | $4,779-85.2% |
| Participant deferral / active EE | $1,246 | $4,683-73.4% | $4,082-69.5% | $5,609-77.8% |
| Admin fee / account holder | $545 | $6,675-91.8% | $5,479-90.1% | $10,828-95.0% |