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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 | $46,467 | $56,197-17.3% | $67,652-31.3% | $59,633-22.1% |
| Participation rate | 98.0% | 71.5%+26.5pp | 75.7%+22.3pp | 68.7%+29.3pp |
| Annual return | 0.09% | 18508.10%-18508.0pp | 6625.40%-6625.3pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $615 | $1,615-61.9% | $2,266-72.8% | $2,203-72.1% |
| Participant deferral / active EE | $4,608 | $2,844+62.0% | $3,560+29.4% | $3,192+44.4% |
| Admin fee / account holder | $9,508 | $3,958+140.2% | $4,821+97.2% | $4,297+121.3% |