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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 | $180,607 | $167,415+7.9% | $140,514+28.5% | $198,609-9.1% |
| Participation rate | 0.0% | 80.9%-80.9pp | 77.8%-77.8pp | 82.4%-82.4pp |
| Annual return | 9.37% | 13.85%-4.5pp | 14.36%-5.0pp | 202.70%-193.3pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,139 | $16,730-93.2% | $13,697-91.7% | $19,030-94.0% |