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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 | $147,807 | $160,070-7.7% | $147,117+0.5% | $145,897+1.3% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.9pp | 80.3%-7.0pp |
| Annual return | 17.59% | 98.69%-81.1pp | 420.54%-402.9pp | 552.29%-534.7pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,254 | $8,419-2.0% | $8,065+2.3% | $6,689+23.4% |
| Admin fee / account holder | $5,177 | $15,035-65.6% | $12,993-60.2% | $13,390-61.3% |