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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 | $46,344 | $157,304-70.5% | $141,197-67.2% | $152,909-69.7% |
| Participation rate | 78.9% | 84.8%-5.9pp | 82.5%-3.5pp | 82.5%-3.5pp |
| Annual return | 17.73% | 64.34%-46.6pp | 71.41%-53.7pp | 345.46%-327.7pp |
| Employer contribution / active EE | $1,573 | $5,263-70.1% | $4,736-66.8% | $4,764-67.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $21,554 | $12,126+77.8% | $10,265+110.0% | $11,601+85.8% |