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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 | $51,227 | $91,167-43.8% | $178,498-71.3% | $79,858-35.9% |
| Participation rate | 74.6% | 69.2%+5.4pp | 81.9%-7.3pp | 69.6%+5.0pp |
| Annual return | 10.19% | 24.19%-14.0pp | 151.09%-140.9pp | 31.72%-21.5pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,312 | $3,236-59.5% | $5,202-74.8% | $3,740-64.9% |
| Admin fee / account holder | $4,194 | $6,747-37.8% | $13,985-70.0% | $5,306-21.0% |