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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 | $33,059 | $98,240-66.3% | $82,312-59.8% | $147,586-77.6% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 14.63% | 30.85%-16.2pp | 25.88%-11.2pp | 578.59%-564.0pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,700 | $4,383-61.2% | $3,706-54.1% | $5,439-68.7% |
| Admin fee / account holder | $15,160 | $8,563+77.0% | $5,608+170.3% | $10,886+39.3% |