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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 | $47,990 | $98,776-51.4% | $149,745-68.0% | $79,856-39.9% |
| Participation rate | 70.3% | 75.8%-5.5pp | 82.5%-12.2pp | 69.6%+0.6pp |
| Annual return | 0.00% | 27.38%-27.4pp | 276.72%-276.7pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,854 | $5,681+91.0% | $6,843+58.6% | $3,741+190.2% |
| Admin fee / account holder | $1,325 | $6,053-78.1% | $9,312-85.8% | $5,306-75.0% |