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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 | $49,307 | $147,556-66.6% | $129,031-61.8% | $198,609-75.2% |
| Participation rate | 72.7% | 77.2%-4.5pp | 73.4%-0.6pp | 82.4%-9.7pp |
| Annual return | 15.42% | 37.41%-22.0pp | 34.67%-19.2pp | 202.70%-187.3pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,451 | $5,760-40.1% | $5,217-33.9% | $6,977-50.5% |
| Admin fee / account holder | $9,950 | $15,467-35.7% | $13,208-24.7% | $19,030-47.7% |