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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 | $179,455 | $157,296+14.1% | $141,191+27.1% | $152,897+17.4% |
| Participation rate | 78.9% | 84.8%-5.9pp | 82.5%-3.5pp | 82.5%-3.5pp |
| Annual return | 22.32% | 64.34%-42.0pp | 71.41%-49.1pp | 345.43%-323.1pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,304 | $7,111-11.4% | $6,710-6.1% | $5,851+7.7% |
| Admin fee / account holder | $2,915 | $12,125-76.0% | $10,264-71.6% | $11,599-74.9% |