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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 | $76,223 | $135,645-43.8% | $110,243-30.9% | $135,379-43.7% |
| Participation rate | 90.9% | 83.5%+7.4pp | 79.8%+11.1pp | 82.6%+8.3pp |
| Annual return | 4.97% | 513.24%-508.3pp | 314.76%-309.8pp | 519.79%-514.8pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,473 | $5,507-36.9% | $4,672-25.7% | $5,609-38.1% |
| Admin fee / account holder | $40,098 | $11,458+250.0% | $8,548+369.1% | $10,828+270.3% |