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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 | $20,891 | $64,311-67.5% | $57,356-63.6% | $125,389-83.3% |
| Participation rate | 77.8% | 78.6%-0.9pp | 75.1%+2.7pp | 83.2%-5.4pp |
| Annual return | 1.23% | 25.14%-23.9pp | 24.41%-23.2pp | 282.24%-281.0pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,563 | $3,846-33.3% | $3,162-18.9% | $5,352-52.1% |
| Admin fee / account holder | $2,321 | $5,243-55.7% | $3,357-30.9% | $9,541-75.7% |