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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 | $174,705 | $157,296+11.1% | $141,191+23.7% | $152,897+14.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 26.05% | 64.34%-38.3pp | 71.41%-45.4pp | 345.43%-319.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,693 | $7,111-48.1% | $6,710-45.0% | $5,851-36.9% |
| Admin fee / account holder | $3,367 | $12,125-72.2% | $10,264-67.2% | $11,599-71.0% |