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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 | $152,444 | $126,519+20.5% | $106,201+43.5% | $145,959+4.4% |
| Participation rate | 81.8% | 77.7%+4.2pp | 75.3%+6.5pp | 80.3%+1.5pp |
| Annual return | 22.48% | 225.10%-202.6pp | 116.26%-93.8pp | 561.95%-539.5pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,873 | $5,716-67.2% | $5,012-62.6% | $6,689-72.0% |
| Admin fee / account holder | $20,215 | $17,312+16.8% | $11,039+83.1% | $13,398+50.9% |