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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 | $116,602 | $110,379+5.6% | $102,412+13.9% | $145,884-20.1% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 10.77% | 24.84%-14.1pp | 24.94%-14.2pp | 551.85%-541.1pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,775 | $5,622-32.8% | $5,060-25.4% | $6,690-43.6% |
| Admin fee / account holder | $41,575 | $9,745+326.6% | $8,388+395.7% | $13,392+210.4% |