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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 | $40,422 | $69,248-41.6% | $64,101-36.9% | $139,466-71.0% |
| Participation rate | 77.3% | 75.6%+1.7pp | 72.3%+5.0pp | 80.3%-3.1pp |
| Annual return | 19.96% | 45.95%-26.0pp | 33.72%-13.8pp | 373.66%-353.7pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,179 | $4,682-74.8% | $3,881-69.6% | $6,712-82.4% |
| Admin fee / account holder | $729 | $4,247-82.8% | $3,070-76.3% | $11,409-93.6% |