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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 | $16,659 | $90,486-81.6% | $78,676-78.8% | $273,972-93.9% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 5.41% | 75.62%-70.2pp | 62.19%-56.8pp | 41.46%-36.0pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $514 | $3,901-86.8% | $3,517-85.4% | $5,287-90.3% |
| Admin fee / account holder | $17,736 | $5,263+237.0% | $4,510+293.3% | $10,133+75.0% |