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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 | $166,268-2.1% | $165,100-1.4% | $145,897+11.6% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 25.34% | 100.52%-75.2pp | 70.21%-44.9pp | 552.29%-527.0pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,730 | $6,964-32.1% | $6,035-21.6% | $6,689-29.3% |
| Admin fee / account holder | $21,281 | $16,659+27.7% | $12,696+67.6% | $13,390+58.9% |