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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 | $35,169 | $78,694-55.3% | $67,653-48.0% | $125,388-72.0% |
| Participation rate | 70.0% | 78.8%-8.8pp | 75.7%-5.7pp | 83.2%-13.2pp |
| Annual return | -1.26% | 9.46%-10.7pp | 6625.22%-6626.5pp | 282.24%-283.5pp |
| Employer contribution / active EE | $844 | $3,044-72.3% | $2,266-62.8% | $4,866-82.7% |
| Participant deferral / active EE | $1,773 | $4,292-58.7% | $3,560-50.2% | $5,352-66.9% |
| Admin fee / account holder | $325 | $7,403-95.6% | $4,821-93.3% | $9,541-96.6% |