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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 | $153,231 | $103,392+48.2% | $87,104+75.9% | $152,897+0.2% |
| Participation rate | 76.5% | 79.4%-2.9pp | 76.9%-0.4pp | 82.5%-6.0pp |
| Annual return | 18.35% | 28.10%-9.7pp | 28.19%-9.8pp | 345.43%-327.1pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,546 | $4,778+99.8% | $4,048+135.8% | $5,851+63.2% |
| Admin fee / account holder | $2,949 | $12,194-75.8% | $7,491-60.6% | $11,599-74.6% |