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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 | $29,440 | $97,732-69.9% | $83,831-64.9% | $135,380-78.3% |
| Participation rate | 72.7% | 80.0%-7.2pp | 76.1%-3.4pp | 82.6%-9.9pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $732 | $4,222-82.7% | $3,631-79.8% | $4,779-84.7% |
| Participant deferral / active EE | $3,062 | $4,683-34.6% | $4,082-25.0% | $5,609-45.4% |
| Admin fee / account holder | $4,662 | $6,675-30.2% | $5,479-14.9% | $10,828-56.9% |