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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 | $161,258 | $154,193+4.6% | $130,045+24.0% | $139,466+15.6% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.5%-8.5pp | 80.3%-10.3pp |
| Annual return | 15.87% | 32.51%-16.6pp | -137.30%+153.2pp | 373.66%-357.8pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,160 | $6,709+36.5% | $5,820+57.4% | $6,712+36.5% |
| Admin fee / account holder | $2,605 | $13,989-81.4% | $10,600-75.4% | $11,409-77.2% |