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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 | $77,319 | $124,336-37.8% | $111,303-30.5% | $167,518-53.8% |
| Participation rate | 76.9% | 79.6%-2.7pp | 77.3%-0.4pp | 82.1%-5.2pp |
| Annual return | 18.05% | 37.45%-19.4pp | 54.66%-36.6pp | 478.71%-460.7pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $12,723 | $5,181+145.6% | $4,487+183.5% | $6,342+100.6% |
| Admin fee / account holder | $648 | $10,623-93.9% | $7,966-91.9% | $12,312-94.7% |