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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 | $166,131+7.7% | $164,975+8.5% | $145,877+22.7% |
| Participation rate | 82.4% | 82.0%+0.3pp | 78.6%+3.7pp | 80.3%+2.1pp |
| Annual return | 11.51% | 100.37%-88.9pp | 70.12%-58.6pp | 551.28%-539.8pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,243 | $6,962+47.1% | $6,033+69.8% | $6,691+53.1% |
| Admin fee / account holder | $1,908 | $16,648-88.5% | $12,688-85.0% | $13,402-85.8% |