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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 | $141,607 | $166,020-14.7% | $164,866-14.1% | $145,959-3.0% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.6%-8.6pp | 80.3%-10.3pp |
| Annual return | 12.37% | 100.08%-87.7pp | 69.97%-57.6pp | 561.95%-549.6pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,493 | $6,961-64.2% | $6,033-58.7% | $6,689-62.7% |
| Admin fee / account holder | $32,927 | $16,644+97.8% | $12,689+159.5% | $13,398+145.8% |