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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 | $50,372 | $124,351-59.5% | $109,188-53.9% | $167,553-69.9% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.5pp | 82.1%-10.7pp |
| Annual return | 11.79% | 26.04%-14.3pp | 25.76%-14.0pp | 478.89%-467.1pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,039 | $5,257-42.2% | $4,654-34.7% | $6,343-52.1% |
| Admin fee / account holder | $4,946 | $7,975-38.0% | $6,755-26.8% | $12,316-59.8% |