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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 | $151,697 | $127,387+19.1% | $115,038+31.9% | $125,389+21.0% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | -2.34% | 31.28%-33.6pp | 26.14%-28.5pp | 282.24%-284.6pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,299 | $6,423-64.2% | $6,026-61.8% | $5,352-57.0% |
| Admin fee / account holder | $3,572 | $9,516-62.5% | $8,175-56.3% | $9,541-62.6% |