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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 | $141,737 | $144,130-1.7% | $117,861+20.3% | $147,586-4.0% |
| Participation rate | 77.8% | 83.4%-5.6pp | 79.7%-1.9pp | 82.8%-5.1pp |
| Annual return | 13.30% | 531.20%-517.9pp | 335.11%-321.8pp | 578.59%-565.3pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,834 | $5,316-65.5% | $4,482-59.1% | $5,439-66.3% |
| Admin fee / account holder | $3,460 | $10,887-68.2% | $8,021-56.9% | $10,886-68.2% |