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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 | $40,844 | $107,809-62.1% | $90,657-54.9% | $135,379-69.8% |
| Participation rate | 71.4% | 78.0%-6.6pp | 74.0%-2.6pp | 82.6%-11.2pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.89%-1.9pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,571 | $3,018-47.9% | $2,532-37.9% | $4,779-67.1% |
| Participant deferral / active EE | $4,668 | $3,872+20.6% | $3,424+36.3% | $5,609-16.8% |
| Admin fee / account holder | $541 | $5,931-90.9% | $4,994-89.2% | $10,828-95.0% |