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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 | $189,333 | $166,268+13.9% | $165,100+14.7% | $145,897+29.8% |
| Participation rate | 79.2% | 82.0%-2.9pp | 78.6%+0.5pp | 80.3%-1.1pp |
| Annual return | 9.54% | 100.52%-91.0pp | 70.21%-60.7pp | 552.29%-542.8pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,066 | $6,964-41.6% | $6,035-32.6% | $6,689-39.2% |
| Admin fee / account holder | $3,826 | $16,659-77.0% | $12,696-69.9% | $13,390-71.4% |