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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 | $81,610 | $131,835-38.1% | $108,582-24.8% | $273,972-70.2% |
| Participation rate | 73.9% | 83.5%-9.5pp | 79.6%-5.7pp | 83.0%-9.1pp |
| Annual return | 6.34% | -91.57%+97.9pp | -51.70%+58.0pp | 41.46%-35.1pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,426 | $5,127-33.2% | $4,311-20.5% | $5,287-35.2% |
| Admin fee / account holder | $3,108 | $10,253-69.7% | $7,645-59.4% | $10,133-69.3% |