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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 | $47,428 | $83,337-43.1% | $67,834-30.1% | $273,972-82.7% |
| Participation rate | 72.7% | 76.4%-3.7pp | 68.8%+3.9pp | 83.0%-10.3pp |
| Annual return | 7.20% | 259.45%-252.2pp | 138.47%-131.3pp | 41.46%-34.3pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,327 | $4,088-67.5% | $3,160-58.0% | $5,287-74.9% |
| Admin fee / account holder | $2,020 | $6,752-70.1% | $4,622-56.3% | $10,133-80.1% |