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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 | $133,932 | $48,011+179.0% | $63,803+109.9% | $82,637+62.1% |
| Participation rate | 73.3% | 66.6%+6.8pp | 72.7%+0.6pp | 68.1%+5.3pp |
| Annual return | 13.19% | 19.84%-6.7pp | 543.72%-530.5pp | 53.51%-40.3pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,476 | $2,846+162.7% | $3,843+94.5% | $4,126+81.2% |
| Admin fee / account holder | $8,456 | $3,873+118.3% | $5,196+62.7% | $7,339+15.2% |