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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 | $52,359 | $84,685-38.2% | $73,836-29.1% | $125,389-58.2% |
| Participation rate | 89.5% | 76.8%+12.7pp | 73.4%+16.0pp | 83.2%+6.3pp |
| Annual return | 0.06% | 3123.80%-3123.7pp | 2268.06%-2268.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $348 | $3,123-88.9% | $2,787-87.5% | $4,866-92.9% |
| Participant deferral / active EE | $1,487 | $3,993-62.8% | $3,583-58.5% | $5,352-72.2% |
| Admin fee / account holder | $2,169 | $5,694-61.9% | $4,882-55.6% | $9,541-77.3% |