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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 | $159,978-7.6% | $147,041+0.5% | $145,978+1.3% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-7.0pp |
| Annual return | 17.59% | 98.36%-80.8pp | 419.21%-401.6pp | 550.52%-532.9pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,254 | $8,429-2.1% | $8,071+2.3% | $6,690+23.4% |
| Admin fee / account holder | $5,177 | $15,053-65.6% | $13,006-60.2% | $13,400-61.4% |