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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 | $164,294 | $157,276+4.5% | $141,177+16.4% | $152,885+7.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 15.34% | 64.33%-49.0pp | 71.40%-56.1pp | 345.39%-330.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,555 | $7,110-21.9% | $6,710-17.2% | $5,851-5.1% |
| Admin fee / account holder | $36,663 | $12,123+202.4% | $10,263+257.2% | $11,598+216.1% |