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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 | $77,186 | $125,184-38.3% | $105,607-26.9% | $145,884-47.1% |
| Participation rate | 76.9% | 77.6%-0.7pp | 75.3%+1.6pp | 80.3%-3.4pp |
| Annual return | 16.27% | 225.00%-208.7pp | 116.11%-99.8pp | 551.85%-535.6pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,934 | $5,714-66.1% | $5,011-61.4% | $6,690-71.1% |
| Admin fee / account holder | $2,351 | $17,133-86.3% | $10,958-78.5% | $13,392-82.4% |