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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 | $36,571 | $75,832-51.8% | $147,617-75.2% | $59,633-38.7% |
| Participation rate | 71.6% | 71.6%0pp | 84.6%-13.0pp | 68.7%+2.9pp |
| Annual return | 0.88% | 0.37%+0.5pp | 61.98%-61.1pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $913 | $3,485-73.8% | $5,564-83.6% | $2,203-58.5% |
| Participant deferral / active EE | $1,290 | $3,131-58.8% | $4,895-73.6% | $3,192-59.6% |
| Admin fee / account holder | $2,526 | $5,986-57.8% | $11,612-78.2% | $4,297-41.2% |