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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 | $179,566 | $212,386-15.5% | $199,883-10.2% | $138,895+29.3% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.8%-6.8pp | 79.9%+0.1pp |
| Annual return | 0.00% | 47.75%-47.7pp | 43.81%-43.8pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,816 | $9,617+2.1% | $9,138+7.4% | $6,396+53.5% |
| Admin fee / account holder | $1,768 | $18,233-90.3% | $17,268-89.8% | $12,562-85.9% |