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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 | $18,044 | $64,307-71.9% | $57,349-68.5% | $125,388-85.6% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 83.2%-13.2pp |
| Annual return | 0.76% | 25.14%-24.4pp | 24.40%-23.6pp | 282.24%-281.5pp |
| Employer contribution / active EE | $838 | $3,193-73.8% | $2,689-68.8% | $4,866-82.8% |
| Participant deferral / active EE | $2,222 | $3,847-42.2% | $3,162-29.7% | $5,352-58.5% |
| Admin fee / account holder | $20,680 | $5,242+294.5% | $3,356+516.2% | $9,541+116.8% |