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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 | $50,034 | $84,685-40.9% | $73,836-32.2% | $125,389-60.1% |
| Participation rate | 70.0% | 76.8%-6.8pp | 73.4%-3.4pp | 83.2%-13.2pp |
| Annual return | 0.72% | 3123.80%-3123.1pp | 2268.06%-2267.3pp | 282.24%-281.5pp |
| Employer contribution / active EE | $808 | $3,123-74.1% | $2,787-71.0% | $4,866-83.4% |
| Participant deferral / active EE | $2,997 | $3,993-24.9% | $3,583-16.4% | $5,352-44.0% |
| Admin fee / account holder | $11,711 | $5,694+105.7% | $4,882+139.9% | $9,541+22.7% |