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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 | $125,764 | $162,136-22.4% | $152,301-17.4% | $154,746-18.7% |
| Participation rate | 81.0% | 84.1%-3.2pp | 82.4%-1.5pp | 80.7%+0.3pp |
| Annual return | 15.40% | 91.02%-75.6pp | 80.50%-65.1pp | 172.34%-156.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,447 | $8,341-10.7% | $8,004-7.0% | $6,730+10.6% |
| Admin fee / account holder | $3,534 | $15,759-77.6% | $14,398-75.5% | $14,365-75.4% |