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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 | $247,837 | $105,145+135.7% | $94,664+161.8% | $139,466+77.7% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 13.29% | 38.09%-24.8pp | 156.84%-143.6pp | 373.66%-360.4pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,798 | $7,599+2.6% | $7,417+5.1% | $6,712+16.2% |
| Admin fee / account holder | $16,459 | $8,972+83.5% | $7,222+127.9% | $11,409+44.3% |