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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 | $115,559 | $165,361-30.1% | $149,715-22.8% | $158,950-27.3% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 12.93% | 348.24%-335.3pp | 276.66%-263.7pp | 302.91%-290.0pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,884 | $7,182-45.9% | $6,842-43.2% | $5,983-35.1% |
| Admin fee / account holder | $38,744 | $10,808+258.5% | $9,310+316.2% | $11,248+244.4% |