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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 | $59,723 | $113,941-47.6% | $94,228-36.6% | $125,388-52.4% |
| Participation rate | 71.4% | 82.9%-11.5pp | 78.8%-7.3pp | 83.2%-11.8pp |
| Annual return | 0.34% | 5.29%-4.9pp | 10.68%-10.3pp | 282.24%-281.9pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $825 | $8,392-90.2% | $6,269-86.8% | $9,541-91.4% |