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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 | $90,771 | $157,304-42.3% | $141,197-35.7% | $152,909-40.6% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.5%-12.5pp |
| Annual return | 18.70% | 64.34%-45.6pp | 71.41%-52.7pp | 345.46%-326.8pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,669 | $7,111-34.3% | $6,710-30.4% | $5,851-20.2% |
| Admin fee / account holder | $15,673 | $12,126+29.3% | $10,265+52.7% | $11,601+35.1% |