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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 | $42,160 | $103,038-59.1% | $90,324-53.3% | $152,909-72.4% |
| Participation rate | 72.2% | 75.9%-3.7pp | 73.3%-1.1pp | 82.5%-10.2pp |
| Annual return | 13.73% | 95.25%-81.5pp | 78.15%-64.4pp | 345.46%-331.7pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,427 | $4,282-20.0% | $3,885-11.8% | $5,851-41.4% |
| Admin fee / account holder | $3,297 | $6,177-46.6% | $5,356-38.4% | $11,601-71.6% |