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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 | $139,277 | $172,111-19.1% | $150,298-7.3% | $137,256+1.5% |
| Participation rate | 95.2% | 81.7%+13.5pp | 77.8%+17.5pp | 80.0%+15.3pp |
| Annual return | 16.49% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,216 | $6,166-15.4% | $5,453-4.3% | $6,407-18.6% |
| Admin fee / account holder | $2,794 | $16,471-83.0% | $14,116-80.2% | $12,270-77.2% |