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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 | $53,588 | $87,540-38.8% | $75,781-29.3% | $125,392-57.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.43% | 13.48%-13.1pp | 9.68%-9.2pp | 282.23%-281.8pp |
| Employer contribution / active EE | $2,414 | $3,930-38.6% | $3,323-27.4% | $4,866-50.4% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,651-100.0% | $5,351-100.0% |
| Admin fee / account holder | $2,254 | $6,502-65.3% | $5,299-57.5% | $9,541-76.4% |