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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 | $23,866 | $77,638-69.3% | $156,551-84.8% | $62,881-62.0% |
| Participation rate | 77.1% | 71.2%+5.9pp | 84.0%-6.9pp | 69.3%+7.8pp |
| Annual return | 5.96% | 50.33%-44.4pp | 32.23%-26.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,568 | $3,046-48.5% | $4,871-67.8% | $3,203-51.0% |
| Admin fee / account holder | $1,749 | $5,561-68.6% | $13,028-86.6% | $4,296-59.3% |