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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 | $84,154 | $118,695-29.1% | $98,916-14.9% | $158,950-47.1% |
| Participation rate | 72.7% | 77.8%-5.1pp | 76.0%-3.3pp | 82.0%-9.2pp |
| Annual return | 5.69% | 372.39%-366.7pp | 196.45%-190.8pp | 302.91%-297.2pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,850 | $5,088-63.6% | $4,245-56.4% | $5,983-69.1% |
| Admin fee / account holder | $132,341 | $10,132+1206.1% | $6,642+1892.4% | $11,248+1076.5% |