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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 | $25,857 | $78,694-67.1% | $67,652-61.8% | $125,389-79.4% |
| Participation rate | 75.0% | 78.8%-3.8pp | 75.7%-0.7pp | 83.2%-8.2pp |
| Annual return | 0.00% | 9.46%-9.5pp | 6625.40%-6625.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,533 | $3,044-49.6% | $2,266-32.3% | $4,866-68.5% |
| Participant deferral / active EE | $1,884 | $4,292-56.1% | $3,560-47.1% | $5,352-64.8% |
| Admin fee / account holder | $324 | $7,403-95.6% | $4,821-93.3% | $9,541-96.6% |