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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 | $47,394 | $77,817-39.1% | $123,553-61.6% | $64,173-26.1% |
| Participation rate | 96.8% | 74.7%+22.1pp | 82.3%+14.5pp | 69.6%+27.3pp |
| Annual return | 0.20% | 12.49%-12.3pp | 119.21%-119.0pp | 7.63%-7.4pp |
| Employer contribution / active EE | $2,381 | $3,014-21.0% | $4,628-48.6% | $2,3810% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,071 | $5,519-44.3% | $9,284-66.9% | $4,887-37.2% |