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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 | $147,923 | $139,948+5.7% | $121,663+21.6% | $154,746-4.4% |
| Participation rate | 83.3% | 78.0%+5.3pp | 74.5%+8.8pp | 80.7%+2.6pp |
| Annual return | 16.46% | 230.52%-214.1pp | 147.54%-131.1pp | 172.34%-155.9pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,526 | $5,629-55.1% | $4,887-48.3% | $6,730-62.5% |
| Admin fee / account holder | $2,239 | $17,321-87.1% | $14,289-84.3% | $14,365-84.4% |