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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 | $63,489 | $89,370-29.0% | $141,197-55.0% | $72,976-13.0% |
| Participation rate | 71.4% | 75.1%-3.7pp | 82.5%-11.0pp | 69.5%+1.9pp |
| Annual return | 21.09% | 111.88%-90.8pp | 71.41%-50.3pp | 81.02%-59.9pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,547 | $5,419-34.5% | $6,710-47.1% | $3,608-1.7% |
| Admin fee / account holder | $4,895 | $5,957-17.8% | $10,265-52.3% | $5,124-4.5% |