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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 | $54,106 | $56,197-3.7% | $67,652-20.0% | $59,633-9.3% |
| Participation rate | 72.6% | 71.5%+1.1pp | 75.7%-3.1pp | 68.7%+3.9pp |
| Annual return | 0.70% | 18508.10%-18507.4pp | 6625.40%-6624.7pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $619 | $1,615-61.6% | $2,266-72.7% | $2,203-71.9% |
| Participant deferral / active EE | $2,510 | $2,844-11.7% | $3,560-29.5% | $3,192-21.4% |
| Admin fee / account holder | $1,174 | $3,958-70.3% | $4,821-75.6% | $4,297-72.7% |