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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 | $55,915 | $78,694-28.9% | $67,652-17.3% | $125,389-55.4% |
| Participation rate | 77.3% | 78.8%-1.5pp | 75.7%+1.6pp | 83.2%-5.9pp |
| Annual return | 0.88% | 9.46%-8.6pp | 6625.40%-6624.5pp | 282.24%-281.4pp |
| Employer contribution / active EE | $730 | $3,044-76.0% | $2,266-67.8% | $4,866-85.0% |
| Participant deferral / active EE | $1,731 | $4,292-59.7% | $3,560-51.4% | $5,352-67.7% |
| Admin fee / account holder | $2,418 | $7,403-67.3% | $4,821-49.8% | $9,541-74.7% |