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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 | $63,695 | $85,766-25.7% | $136,298-53.3% | $70,126-9.2% |
| Participation rate | 74.2% | 74.2%0pp | 81.9%-7.8pp | 69.5%+4.6pp |
| Annual return | 15.05% | 31.46%-16.4pp | 5156.27%-5141.2pp | 73.15%-58.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,629 | $5,051-28.2% | $6,247-41.9% | $3,332+8.9% |
| Admin fee / account holder | $3,256 | $5,421-39.9% | $9,244-64.8% | $4,645-29.9% |