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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 | $178,920 | $166,268+7.6% | $165,100+8.4% | $145,897+22.6% |
| Participation rate | 82.4% | 82.0%+0.3pp | 78.6%+3.7pp | 80.3%+2.0pp |
| Annual return | 11.51% | 100.52%-89.0pp | 70.21%-58.7pp | 552.29%-540.8pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,243 | $6,964+47.1% | $6,035+69.7% | $6,689+53.1% |
| Admin fee / account holder | $1,908 | $16,659-88.5% | $12,696-85.0% | $13,390-85.7% |