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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 | $100,506 | $157,270-36.1% | $141,173-28.8% | $152,870-34.3% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.4%+5.8pp |
| Annual return | 17.70% | 64.33%-46.6pp | 71.40%-53.7pp | 345.34%-327.6pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,777 | $7,110-60.9% | $6,710-58.6% | $5,850-52.5% |
| Admin fee / account holder | $2,352 | $12,121-80.6% | $10,262-77.1% | $11,597-79.7% |