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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 | $27,226 | $56,200-51.6% | $67,653-59.8% | $59,633-54.3% |
| Participation rate | 78.0% | 71.5%+6.6pp | 75.7%+2.4pp | 68.7%+9.4pp |
| Annual return | 0.22% | 18506.71%-18506.5pp | 6625.22%-6625.0pp | 2041.40%-2041.2pp |
| Employer contribution / active EE | $552 | $1,615-65.8% | $2,266-75.6% | $2,203-74.9% |
| Participant deferral / active EE | $2,494 | $2,843-12.3% | $3,560-29.9% | $3,192-21.9% |
| Admin fee / account holder | $621 | $3,959-84.3% | $4,821-87.1% | $4,297-85.5% |