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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 | $144,667 | $174,379-17.0% | $152,093-4.9% | $138,895+4.2% |
| Participation rate | 0.0% | 81.6%-81.6pp | 77.8%-77.8pp | 79.9%-79.9pp |
| Annual return | 15.33% | 74.86%-59.5pp | 66.36%-51.0pp | 145.39%-130.1pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $7,047 | $16,880-58.3% | $14,497-51.4% | $12,562-43.9% |