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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 | $57,291 | $57,3120% | $86,617-33.9% | $75,181-23.8% |
| Participation rate | 78.4% | 63.2%+15.2pp | 71.7%+6.7pp | 67.2%+11.2pp |
| Annual return | 17.03% | 2672.78%-2655.8pp | 591.91%-574.9pp | 160.69%-143.7pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,196 | $3,319-3.7% | $4,437-28.0% | $4,126-22.5% |
| Admin fee / account holder | $1,414 | $4,114-65.6% | $5,613-74.8% | $5,650-75.0% |