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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 | $85,652 | $109,967-22.1% | $97,197-11.9% | $145,877-41.3% |
| Participation rate | 83.3% | 76.0%+7.4pp | 72.7%+10.6pp | 80.3%+3.0pp |
| Annual return | 9.41% | 244.27%-234.9pp | 75.47%-66.1pp | 551.28%-541.9pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,796 | $4,676-18.8% | $4,263-11.0% | $6,691-43.3% |
| Admin fee / account holder | $16,898 | $6,199+172.6% | $5,637+199.8% | $13,402+26.1% |