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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 | $115,694 | $154,193-25.0% | $130,045-11.0% | $139,466-17.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 18.91% | 32.51%-13.6pp | -137.30%+156.2pp | 373.66%-354.8pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,663 | $6,709-15.6% | $5,820-2.7% | $6,712-15.6% |
| Admin fee / account holder | $2,065 | $13,989-85.2% | $10,600-80.5% | $11,409-81.9% |