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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 | $162,784 | $166,131-2.0% | $164,975-1.3% | $145,877+11.6% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 25.34% | 100.37%-75.0pp | 70.12%-44.8pp | 551.28%-525.9pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,730 | $6,962-32.1% | $6,033-21.6% | $6,691-29.3% |
| Admin fee / account holder | $21,281 | $16,648+27.8% | $12,688+67.7% | $13,402+58.8% |