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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 | $19,088 | $101,063-81.1% | $81,473-76.6% | $147,586-87.1% |
| Participation rate | 73.3% | 74.5%-1.1pp | 68.0%+5.4pp | 82.8%-9.5pp |
| Annual return | 8.25% | 32.41%-24.2pp | 38.78%-30.5pp | 578.59%-570.3pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,622 | $4,242-61.8% | $3,537-54.1% | $5,439-70.2% |
| Admin fee / account holder | $2,692 | $5,812-53.7% | $4,561-41.0% | $10,886-75.3% |