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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 | $31,597 | $82,630-61.8% | $64,105-50.7% | $125,389-74.8% |
| Participation rate | 70.8% | 75.9%-5.0pp | 68.2%+2.7pp | 83.2%-12.4pp |
| Annual return | 0.70% | 1489.72%-1489.0pp | 791.24%-790.5pp | 282.24%-281.5pp |
| Employer contribution / active EE | $838 | $2,671-68.6% | $1,820-53.9% | $4,866-82.8% |
| Participant deferral / active EE | $2,498 | $3,608-30.8% | $2,822-11.5% | $5,352-53.3% |
| Admin fee / account holder | $308 | $6,382-95.2% | $4,499-93.1% | $9,541-96.8% |