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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 | $38,452 | $83,337-53.9% | $67,834-43.3% | $273,972-86.0% |
| Participation rate | 71.4% | 76.4%-5.0pp | 68.8%+2.6pp | 83.0%-11.6pp |
| Annual return | 2.67% | 259.45%-256.8pp | 138.47%-135.8pp | 41.46%-38.8pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,635 | $4,088-60.0% | $3,160-48.3% | $5,287-69.1% |
| Admin fee / account holder | $2,569 | $6,752-61.9% | $4,622-44.4% | $10,133-74.6% |