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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 | $27,886 | $64,311-56.6% | $57,356-51.4% | $125,389-77.8% |
| Participation rate | 83.3% | 78.6%+4.7pp | 75.1%+8.3pp | 83.2%+0.1pp |
| Annual return | 0.29% | 25.14%-24.9pp | 24.41%-24.1pp | 282.24%-282.0pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,702 | $3,846-55.7% | $3,162-46.2% | $5,352-68.2% |
| Admin fee / account holder | $608 | $5,243-88.4% | $3,357-81.9% | $9,541-93.6% |