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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 | $74,263 | $154,193-51.8% | $130,045-42.9% | $139,466-46.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 17.73% | 32.51%-14.8pp | -137.30%+155.0pp | 373.66%-355.9pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $10,268 | $6,709+53.1% | $5,820+76.4% | $6,712+53.0% |
| Admin fee / account holder | $2,588 | $13,989-81.5% | $10,600-75.6% | $11,409-77.3% |