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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 | $118,708-29.1% | $98,920-14.9% | $158,982-47.1% |
| Participation rate | 72.7% | 77.8%-5.1pp | 76.0%-3.3pp | 82.0%-9.2pp |
| Annual return | 5.69% | 372.49%-366.8pp | 196.47%-190.8pp | 302.99%-297.3pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,850 | $5,089-63.6% | $4,245-56.4% | $5,983-69.1% |
| Admin fee / account holder | $132,341 | $10,134+1206.0% | $6,643+1892.3% | $11,252+1076.2% |