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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 | $39,314 | $95,415-58.8% | $185,851-78.8% | $85,851-54.2% |
| Participation rate | 96.1% | 68.8%+27.3pp | 81.7%+14.4pp | 69.3%+26.8pp |
| Annual return | 16.18% | 23.59%-7.4pp | 122.11%-105.9pp | 318.63%-302.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,120 | $3,424-38.1% | $5,569-61.9% | $3,952-46.4% |
| Admin fee / account holder | $2,233 | $7,215-69.1% | $16,245-86.3% | $6,261-64.3% |