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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 | $57,364 | $98,766-41.9% | $149,730-61.7% | $79,852-28.2% |
| Participation rate | 72.6% | 75.8%-3.2pp | 82.5%-9.9pp | 69.6%+2.9pp |
| Annual return | 14.40% | 27.43%-13.0pp | 276.70%-262.3pp | 31.72%-17.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,612 | $5,681-54.0% | $6,843-61.8% | $3,740-30.2% |
| Admin fee / account holder | $1,310 | $6,052-78.4% | $9,310-85.9% | $5,306-75.3% |