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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 | $43,119 | $83,908-48.6% | $68,509-37.1% | $125,389-65.6% |
| Participation rate | 92.3% | 78.2%+14.1pp | 74.7%+17.6pp | 83.2%+9.1pp |
| Annual return | 0.94% | 14.48%-13.5pp | 8.27%-7.3pp | 282.24%-281.3pp |
| Employer contribution / active EE | $923 | $3,031-69.5% | $2,278-59.5% | $4,866-81.0% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,140 | $8,982-31.6% | $5,275+16.4% | $9,541-35.6% |