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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 | $19,323 | $84,685-77.2% | $73,836-73.8% | $125,389-84.6% |
| Participation rate | 70.0% | 76.8%-6.8pp | 73.4%-3.4pp | 83.2%-13.2pp |
| Annual return | -0.15% | 3123.80%-3123.9pp | 2268.06%-2268.2pp | 282.24%-282.4pp |
| Employer contribution / active EE | $889 | $3,123-71.5% | $2,787-68.1% | $4,866-81.7% |
| Participant deferral / active EE | $1,213 | $3,993-69.6% | $3,583-66.1% | $5,352-77.3% |
| Admin fee / account holder | $318 | $5,694-94.4% | $4,882-93.5% | $9,541-96.7% |