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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 | $41,871 | $72,177-42.0% | $115,038-63.6% | $59,633-29.8% |
| Participation rate | 82.6% | 72.6%+10.1pp | 81.4%+1.2pp | 68.7%+13.9pp |
| Annual return | 0.46% | 12.02%-11.6pp | 26.14%-25.7pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $666 | $2,841-76.6% | $4,608-85.6% | $2,203-69.8% |
| Participant deferral / active EE | $2,751 | $4,783-42.5% | $6,026-54.4% | $3,192-13.8% |
| Admin fee / account holder | $2,474 | $4,927-49.8% | $8,175-69.7% | $4,297-42.4% |