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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 | $163,890 | $172,111-4.8% | $150,298+9.0% | $137,256+19.4% |
| Participation rate | 93.3% | 81.7%+11.6pp | 77.8%+15.6pp | 80.0%+13.4pp |
| Annual return | 12.75% | 69.37%-56.6pp | 62.79%-50.0pp | 220.34%-207.6pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,650 | $6,166-40.8% | $5,453-33.1% | $6,407-43.0% |
| Admin fee / account holder | $1,655 | $16,471-90.0% | $14,116-88.3% | $12,270-86.5% |