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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 | $116,803 | $157,296-25.7% | $141,191-17.3% | $152,897-23.6% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 24.37% | 64.34%-40.0pp | 71.41%-47.0pp | 345.43%-321.1pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,160 | $7,111-13.4% | $6,710-8.2% | $5,851+5.3% |
| Admin fee / account holder | $25,232 | $12,125+108.1% | $10,264+145.8% | $11,599+117.5% |