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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 | $48,114 | $77,638-38.0% | $156,551-69.3% | $62,881-23.5% |
| Participation rate | 96.7% | 71.2%+25.5pp | 84.0%+12.7pp | 69.3%+27.4pp |
| Annual return | 4.66% | 50.33%-45.7pp | 32.23%-27.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,137 | $3,046-62.7% | $4,871-76.7% | $3,203-64.5% |
| Admin fee / account holder | $1,888 | $5,561-66.1% | $13,028-85.5% | $4,296-56.1% |