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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 | $141,118 | $157,304-10.3% | $141,197-0.1% | $152,909-7.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 21.05% | 64.34%-43.3pp | 71.41%-50.4pp | 345.46%-324.4pp |
| Employer contribution / active EE | $4,911 | $5,263-6.7% | $4,736+3.7% | $4,764+3.1% |
| Participant deferral / active EE | $13,699 | $7,111+92.7% | $6,710+104.2% | $5,851+134.1% |
| Admin fee / account holder | $35,491 | $12,126+192.7% | $10,265+245.8% | $11,601+205.9% |