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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 | $105,293 | $166,131-36.6% | $164,975-36.2% | $145,877-27.8% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 23.26% | 100.37%-77.1pp | 70.12%-46.9pp | 551.28%-528.0pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,654 | $6,962-33.1% | $6,033-22.9% | $6,691-30.4% |
| Admin fee / account holder | $972 | $16,648-94.2% | $12,688-92.3% | $13,402-92.7% |