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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 | $157,826 | $157,304+0.3% | $141,197+11.8% | $152,909+3.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 16.31% | 64.34%-48.0pp | 71.41%-55.1pp | 345.46%-329.2pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $18,378 | $7,111+158.4% | $6,710+173.9% | $5,851+214.1% |
| Admin fee / account holder | $90,198 | $12,126+643.8% | $10,265+778.7% | $11,601+677.5% |