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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 | $77,203 | $113,338-31.9% | $94,993-18.7% | $147,586-47.7% |
| Participation rate | 80.0% | 78.0%+2.0pp | 73.9%+6.1pp | 82.8%-2.8pp |
| Annual return | 14.48% | 20.80%-6.3pp | 27.14%-12.7pp | 578.59%-564.1pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,283 | $3,777-13.1% | $3,317-1.0% | $5,439-39.6% |
| Admin fee / account holder | $10,133 | $6,063+67.1% | $4,960+104.3% | $10,886-6.9% |