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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 | $43,412 | $56,200-22.8% | $67,653-35.8% | $59,633-27.2% |
| Participation rate | 76.7% | 71.5%+5.3pp | 75.7%+1.1pp | 68.7%+8.1pp |
| Annual return | 0.55% | 18506.71%-18506.2pp | 6625.22%-6624.7pp | 2041.40%-2040.9pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,926 | $2,843-32.3% | $3,560-45.9% | $3,192-39.6% |
| Admin fee / account holder | $1,585 | $3,959-60.0% | $4,821-67.1% | $4,297-63.1% |