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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 | $59,378 | $127,096-53.3% | $105,736-43.8% | $135,380-56.1% |
| Participation rate | 70.0% | 82.7%-12.7pp | 76.3%-6.3pp | 82.6%-12.6pp |
| Annual return | 1.35% | 4.49%-3.1pp | 6.27%-4.9pp | 519.81%-518.5pp |
| Employer contribution / active EE | $1,086 | $4,107-73.6% | $3,268-66.8% | $4,779-77.3% |
| Participant deferral / active EE | $2,838 | $5,064-44.0% | $4,080-30.4% | $5,609-49.4% |
| Admin fee / account holder | $17,071 | $9,087+87.9% | $6,913+146.9% | $10,828+57.7% |