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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 | $159,192 | $165,399-3.8% | $149,745+6.3% | $158,982+0.1% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 9.06% | 348.34%-339.3pp | 276.72%-267.7pp | 302.99%-293.9pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,611 | $7,183-49.7% | $6,843-47.2% | $5,983-39.6% |
| Admin fee / account holder | $128,649 | $10,811+1090.0% | $9,312+1281.6% | $11,252+1043.4% |