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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 | $25,542 | $56,197-54.5% | $67,652-62.2% | $59,633-57.2% |
| Participation rate | 78.9% | 71.5%+7.4pp | 75.7%+3.2pp | 68.7%+10.2pp |
| Annual return | 1.23% | 18508.10%-18506.9pp | 6625.40%-6624.2pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $656 | $1,615-59.4% | $2,266-71.0% | $2,203-70.2% |
| Participant deferral / active EE | $1,644 | $2,844-42.2% | $3,560-53.8% | $3,192-48.5% |
| Admin fee / account holder | $1,064 | $3,958-73.1% | $4,821-77.9% | $4,297-75.2% |