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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 | $52,007 | $56,199-7.5% | $67,652-23.1% | $59,632-12.8% |
| Participation rate | 73.9% | 71.5%+2.4pp | 75.7%-1.8pp | 68.7%+5.2pp |
| Annual return | 0.33% | 18505.31%-18505.0pp | 6625.04%-6624.7pp | 2041.32%-2041.0pp |
| Employer contribution / active EE | $417 | $1,614-74.2% | $2,266-81.6% | $2,203-81.1% |
| Participant deferral / active EE | $2,511 | $2,844-11.7% | $3,560-29.4% | $3,192-21.3% |
| Admin fee / account holder | $7,386 | $3,958+86.6% | $4,821+53.2% | $4,297+71.9% |