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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 | $162,465 | $157,296+3.3% | $141,191+15.1% | $152,897+6.3% |
| Participation rate | 81.3% | 84.8%-3.6pp | 82.5%-1.2pp | 82.5%-1.2pp |
| Annual return | 24.11% | 64.34%-40.2pp | 71.41%-47.3pp | 345.43%-321.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,088 | $7,111-42.5% | $6,710-39.1% | $5,851-30.1% |
| Admin fee / account holder | $1,324 | $12,125-89.1% | $10,264-87.1% | $11,599-88.6% |