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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 | $52,038 | $78,694-33.9% | $67,653-23.1% | $125,388-58.5% |
| Participation rate | 83.3% | 78.8%+4.5pp | 75.7%+7.7pp | 83.2%+0.1pp |
| Annual return | 0.64% | 9.46%-8.8pp | 6625.22%-6624.6pp | 282.24%-281.6pp |
| Employer contribution / active EE | $798 | $3,044-73.8% | $2,266-64.8% | $4,866-83.6% |
| Participant deferral / active EE | $1,750 | $4,292-59.2% | $3,560-50.8% | $5,352-67.3% |
| Admin fee / account holder | $4,449 | $7,403-39.9% | $4,821-7.7% | $9,541-53.4% |