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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 | $27,957 | $90,509-69.1% | $78,693-64.5% | $273,968-89.8% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 6.01% | 75.61%-69.6pp | 62.18%-56.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $715 | $3,901-81.7% | $3,517-79.7% | $5,287-86.5% |
| Admin fee / account holder | $3,946 | $5,264-25.0% | $4,511-12.5% | $10,132-61.1% |