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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 | $28,191 | $54,320-48.1% | $67,652-58.3% | $52,331-46.1% |
| Participation rate | 85.7% | 73.6%+12.1pp | 75.7%+10.0pp | 68.1%+17.6pp |
| Annual return | 0.39% | 6.81%-6.4pp | 6625.40%-6625.0pp | 4.54%-4.1pp |
| Employer contribution / active EE | $958 | $1,544-38.0% | $2,266-57.7% | $1,882-49.1% |
| Participant deferral / active EE | $2,677 | $2,950-9.3% | $3,560-24.8% | $3,022-11.4% |
| Admin fee / account holder | $1,882 | $527+257.4% | $4,821-61.0% | $592+218.1% |