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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 | $53,960 | $91,198-40.8% | $178,503-69.8% | $79,856-32.4% |
| Participation rate | 73.1% | 69.2%+3.9pp | 81.9%-8.9pp | 69.6%+3.4pp |
| Annual return | 18.04% | 24.20%-6.2pp | 151.12%-133.1pp | 31.71%-13.7pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,767 | $3,237-14.5% | $5,202-46.8% | $3,741-26.0% |
| Admin fee / account holder | $3,708 | $6,748-45.0% | $13,987-73.5% | $5,306-30.1% |