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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 | $25,300 | $64,311-60.7% | $57,356-55.9% | $125,389-79.8% |
| Participation rate | 72.7% | 78.6%-5.9pp | 75.1%-2.4pp | 83.2%-10.5pp |
| Annual return | 0.81% | 25.14%-24.3pp | 24.41%-23.6pp | 282.24%-281.4pp |
| Employer contribution / active EE | $1,248 | $3,193-60.9% | $2,689-53.6% | $4,866-74.3% |
| Participant deferral / active EE | $1,248 | $3,846-67.5% | $3,162-60.5% | $5,352-76.7% |
| Admin fee / account holder | $497 | $5,243-90.5% | $3,357-85.2% | $9,541-94.8% |