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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 | $240,023 | $154,209+55.6% | $130,062+84.5% | $139,487+72.1% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.5%-7.1pp | 80.3%-8.9pp |
| Annual return | 20.56% | 32.52%-12.0pp | -137.37%+157.9pp | 373.84%-353.3pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,490 | $6,709-62.9% | $5,821-57.2% | $6,713-62.9% |
| Admin fee / account holder | $3,726 | $13,988-73.4% | $10,601-64.8% | $11,407-67.3% |