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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 | $46,834 | $81,643-42.6% | $70,462-33.5% | $158,950-70.5% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.1%-0.1pp | 82.0%-7.0pp |
| Annual return | 8.63% | 208.51%-199.9pp | 109.08%-100.5pp | 302.91%-294.3pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,063 | $4,555-10.8% | $3,710+9.5% | $5,983-32.1% |
| Admin fee / account holder | $22,635 | $6,194+265.5% | $3,845+488.7% | $11,248+101.2% |