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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 | $43,538 | $69,274-37.2% | $64,097-32.1% | $139,487-68.8% |
| Participation rate | 70.0% | 75.6%-5.6pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 11.83% | 46.00%-34.2pp | 33.75%-21.9pp | 373.84%-362.0pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,600 | $4,685-65.9% | $3,881-58.8% | $6,713-76.2% |
| Admin fee / account holder | $1,866 | $4,247-56.1% | $3,070-39.2% | $11,407-83.6% |