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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 | $33,727 | $56,197-40.0% | $67,652-50.1% | $59,633-43.4% |
| Participation rate | 81.9% | 71.5%+10.5pp | 75.7%+6.3pp | 68.7%+13.3pp |
| Annual return | 1.19% | 18508.10%-18506.9pp | 6625.40%-6624.2pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $493 | $1,615-69.5% | $2,266-78.3% | $2,203-77.6% |
| Participant deferral / active EE | $3,468 | $2,844+21.9% | $3,560-2.6% | $3,192+8.6% |
| Admin fee / account holder | $2,563 | $3,958-35.2% | $4,821-46.8% | $4,297-40.4% |