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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 | $117,604 | $162,821-27.8% | $133,978-12.2% | $158,982-26.0% |
| Participation rate | 72.7% | 83.2%-10.5pp | 79.8%-7.1pp | 82.0%-9.2pp |
| Annual return | 5.82% | 41.95%-36.1pp | 45.10%-39.3pp | 302.99%-297.2pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,868 | $5,910-34.5% | $5,047-23.4% | $5,983-35.3% |
| Admin fee / account holder | $58,323 | $11,742+396.7% | $8,930+553.1% | $11,252+418.4% |