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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 | $76,111 | $65,712+15.8% | $57,196+33.1% | $273,972-72.2% |
| Participation rate | 0.0% | 78.3%-78.3pp | 75.3%-75.3pp | 83.0%-83.0pp |
| Annual return | 3.86% | 22.01%-18.1pp | 14.59%-10.7pp | 41.46%-37.6pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,884 | $4,838-40.4% | $3,141-8.2% | $10,133-71.5% |