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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 | $108,340 | $157,296-31.1% | $141,191-23.3% | $152,897-29.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 19.95% | 64.34%-44.4pp | 71.41%-51.5pp | 345.43%-325.5pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,113 | $7,111+14.1% | $6,710+20.9% | $5,851+38.7% |
| Admin fee / account holder | $66,527 | $12,125+448.7% | $10,264+548.2% | $11,599+473.5% |