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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 | $52,362 | $97,020-46.0% | $83,327-37.2% | $135,380-61.3% |
| Participation rate | 87.5% | 80.4%+7.1pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | 0.00% | 12.31%-12.3pp | 10.64%-10.6pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,087 | $4,144-49.6% | $3,379-38.2% | $4,779-56.3% |
| Participant deferral / active EE | $5,097 | $5,964-14.5% | $5,565-8.4% | $5,609-9.1% |
| Admin fee / account holder | $993 | $8,426-88.2% | $7,540-86.8% | $10,828-90.8% |