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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 | $55,453 | $124,324-55.4% | $111,303-50.2% | $167,497-66.9% |
| Participation rate | 84.6% | 79.6%+5.0pp | 77.3%+7.3pp | 82.1%+2.5pp |
| Annual return | 19.37% | 37.44%-18.1pp | 54.66%-35.3pp | 478.62%-459.2pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $9,390 | $5,181+81.2% | $4,488+109.2% | $6,341+48.1% |
| Admin fee / account holder | $8,456 | $10,620-20.4% | $7,965+6.2% | $12,310-31.3% |