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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 | $82,992 | $157,304-47.2% | $141,197-41.2% | $152,909-45.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 17.31% | 64.34%-47.0pp | 71.41%-54.1pp | 345.46%-328.2pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,204 | $7,111-40.9% | $6,710-37.3% | $5,851-28.1% |
| Admin fee / account holder | $3,282 | $12,126-72.9% | $10,265-68.0% | $11,601-71.7% |