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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 | $36,771 | $77,449-52.5% | $69,483-47.1% | $152,909-76.0% |
| Participation rate | 73.3% | 78.1%-4.8pp | 74.6%-1.3pp | 82.5%-9.1pp |
| Annual return | 10.07% | 39.09%-29.0pp | 28.99%-18.9pp | 345.46%-335.4pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,249 | $4,415-71.7% | $3,537-64.7% | $5,851-78.7% |
| Admin fee / account holder | $3,105 | $6,210-50.0% | $3,841-19.2% | $11,601-73.2% |