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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 | $201,383 | $124,336+62.0% | $111,303+80.9% | $167,518+20.2% |
| Participation rate | 79.2% | 79.6%-0.5pp | 77.3%+1.9pp | 82.1%-2.9pp |
| Annual return | 12.96% | 37.45%-24.5pp | 54.66%-41.7pp | 478.71%-465.7pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $16,558 | $5,181+219.6% | $4,487+269.0% | $6,342+161.1% |
| Admin fee / account holder | $5,367 | $10,623-49.5% | $7,966-32.6% | $12,312-56.4% |