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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 | $111,710 | $225,673-50.5% | $203,872-45.2% | $155,188-28.0% |
| Participation rate | 75.0% | 80.3%-5.3pp | 77.8%-2.8pp | 80.8%-5.8pp |
| Annual return | 60.64% | 95.91%-35.3pp | 85.11%-24.5pp | 148.84%-88.2pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,683 | $6,893-61.1% | $6,388-58.0% | $6,531-58.9% |
| Admin fee / account holder | $1,809 | $12,327-85.3% | $11,730-84.6% | $14,480-87.5% |