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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 | $30,670 | $82,630-62.9% | $64,105-52.2% | $125,389-75.5% |
| Participation rate | 73.3% | 75.9%-2.5pp | 68.2%+5.2pp | 83.2%-9.9pp |
| Annual return | 0.04% | 1489.72%-1489.7pp | 791.24%-791.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $876 | $2,671-67.2% | $1,820-51.9% | $4,866-82.0% |
| Participant deferral / active EE | $3,233 | $3,608-10.4% | $2,822+14.6% | $5,352-39.6% |
| Admin fee / account holder | $50,662 | $6,382+693.9% | $4,499+1026.0% | $9,541+431.0% |