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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 | $121,191 | $157,829-23.2% | $136,867-11.5% | $198,609-39.0% |
| Participation rate | 70.6% | 77.2%-6.6pp | 74.5%-4.0pp | 82.4%-11.8pp |
| Annual return | 11.36% | 51.25%-39.9pp | 42.97%-31.6pp | 202.70%-191.3pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,057 | $5,463+47.5% | $4,924+63.6% | $6,977+15.5% |
| Admin fee / account holder | $24,104 | $11,107+117.0% | $10,340+133.1% | $19,030+26.7% |