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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 | $166,131-14.8% | $164,975-14.2% | $145,877-2.9% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.6%-8.6pp | 80.3%-10.3pp |
| Annual return | 12.37% | 100.37%-88.0pp | 70.12%-57.8pp | 551.28%-538.9pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,493 | $6,962-64.2% | $6,033-58.7% | $6,691-62.7% |
| Admin fee / account holder | $32,927 | $16,648+97.8% | $12,688+159.5% | $13,402+145.7% |