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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 | $30,673 | $86,701-64.6% | $73,309-58.2% | $125,389-75.5% |
| Participation rate | 92.3% | 78.6%+13.7pp | 74.9%+17.4pp | 83.2%+9.1pp |
| Annual return | 0.83% | 2.78%-2.0pp | 5.67%-4.8pp | 282.24%-281.4pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,040 | $5,549-27.2% | $4,991-19.1% | $5,352-24.5% |
| Admin fee / account holder | $1,036 | $7,768-86.7% | $5,635-81.6% | $9,541-89.1% |