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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 | $185,949 | $227,633-18.3% | $189,597-1.9% | $167,553+11.0% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.4%+13.2pp | 82.1%+9.6pp |
| Annual return | 12.31% | 78.45%-66.1pp | 64.20%-51.9pp | 478.89%-466.6pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,412-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,233 | $7,003-39.6% | $6,174-31.4% | $6,343-33.3% |
| Admin fee / account holder | $4,086 | $11,879-65.6% | $9,807-58.3% | $12,316-66.8% |