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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 | $24,291 | $64,311-62.2% | $57,356-57.6% | $125,389-80.6% |
| Participation rate | 73.3% | 78.6%-5.3pp | 75.1%-1.7pp | 83.2%-9.9pp |
| Annual return | 0.40% | 25.14%-24.7pp | 24.41%-24.0pp | 282.24%-281.8pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,591 | $3,846-58.6% | $3,162-49.7% | $5,352-70.3% |
| Admin fee / account holder | $1,010 | $5,243-80.7% | $3,357-69.9% | $9,541-89.4% |