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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 | $41,035 | $113,338-63.8% | $94,993-56.8% | $147,586-72.2% |
| Participation rate | 70.0% | 78.0%-8.0pp | 73.9%-3.9pp | 82.8%-12.8pp |
| Annual return | 0.00% | 20.80%-20.8pp | 27.14%-27.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,354 | $3,160-57.2% | $2,603-48.0% | $4,876-72.2% |
| Participant deferral / active EE | $3,289 | $3,777-12.9% | $3,317-0.8% | $5,439-39.5% |
| Admin fee / account holder | $472 | $6,063-92.2% | $4,960-90.5% | $10,886-95.7% |