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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 | $43,261 | $167,353-74.1% | $143,797-69.9% | $134,545-67.8% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | 0.00% | 0.48%-0.5pp | -0.04%0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,809 | $5,620-67.8% | $4,952-63.5% | $4,742-61.8% |
| Participant deferral / active EE | $4,227 | $6,447-34.4% | $5,638-25.0% | $6,401-34.0% |
| Admin fee / account holder | $1,200 | $18,096-93.4% | $14,679-91.8% | $11,431-89.5% |