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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 | $43,774 | $86,701-49.5% | $73,309-40.3% | $125,389-65.1% |
| Participation rate | 83.3% | 78.6%+4.7pp | 74.9%+8.4pp | 83.2%+0.1pp |
| Annual return | 1.09% | 2.78%-1.7pp | 5.67%-4.6pp | 282.24%-281.1pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,400 | $5,549-20.7% | $4,991-11.8% | $5,352-17.8% |
| Admin fee / account holder | $3,411 | $7,768-56.1% | $5,635-39.5% | $9,541-64.2% |