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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 | $53,399 | $90,486-41.0% | $78,676-32.1% | $273,972-80.5% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 4.48% | 75.62%-71.1pp | 62.19%-57.7pp | 41.46%-37.0pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,764 | $3,901-29.1% | $3,517-21.4% | $5,287-47.7% |
| Admin fee / account holder | $13,844 | $5,263+163.0% | $4,510+207.0% | $10,133+36.6% |