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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 | $21,842 | $56,197-61.1% | $67,652-67.7% | $59,633-63.4% |
| Participation rate | 86.5% | 71.5%+15.0pp | 75.7%+10.9pp | 68.7%+17.8pp |
| Annual return | 1.76% | 18508.10%-18506.3pp | 6625.40%-6623.6pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $1,029 | $1,615-36.3% | $2,266-54.6% | $2,203-53.3% |
| Participant deferral / active EE | $2,772 | $2,844-2.5% | $3,560-22.1% | $3,192-13.1% |
| Admin fee / account holder | $619 | $3,958-84.4% | $4,821-87.2% | $4,297-85.6% |