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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 | $159,417 | $176,838-9.9% | $146,685+8.7% | $167,518-4.8% |
| Participation rate | 94.1% | 83.6%+10.5pp | 80.1%+14.0pp | 82.1%+12.0pp |
| Annual return | 10.86% | 24.04%-13.2pp | 22.75%-11.9pp | 478.71%-467.8pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $9,148 | $6,441+42.0% | $5,507+66.1% | $6,342+44.2% |
| Admin fee / account holder | $3,367 | $13,262-74.6% | $10,281-67.2% | $12,312-72.6% |