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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 | $228,802 | $152,619+49.9% | $125,195+82.8% | $152,909+49.6% |
| Participation rate | 70.0% | 83.3%-13.3pp | 79.8%-9.8pp | 82.5%-12.5pp |
| Annual return | 23.83% | 54.85%-31.0pp | 43.79%-20.0pp | 345.46%-321.6pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,386 | $5,869-59.3% | $4,937-51.7% | $5,851-59.2% |
| Admin fee / account holder | $7,745 | $13,437-42.4% | $9,704-20.2% | $11,601-33.2% |