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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 | $62,440 | $98,240-36.4% | $82,312-24.1% | $147,586-57.7% |
| Participation rate | 73.3% | 79.7%-6.4pp | 76.9%-3.6pp | 82.8%-9.5pp |
| Annual return | 14.97% | 30.85%-15.9pp | 25.88%-10.9pp | 578.59%-563.6pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,267 | $4,383-48.3% | $3,706-38.8% | $5,439-58.3% |
| Admin fee / account holder | $317 | $8,563-96.3% | $5,608-94.4% | $10,886-97.1% |