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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 | $155,331 | $152,592+1.8% | $125,180+24.1% | $152,885+1.6% |
| Participation rate | 84.6% | 83.3%+1.3pp | 79.8%+4.8pp | 82.5%+2.2pp |
| Annual return | 21.22% | 54.84%-33.6pp | 43.79%-22.6pp | 345.39%-324.2pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,038 | $5,868-48.2% | $4,937-38.5% | $5,851-48.1% |
| Admin fee / account holder | $1,505 | $13,435-88.8% | $9,703-84.5% | $11,598-87.0% |