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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 | $141,875 | $209,425-32.3% | $178,499-20.5% | $158,966-10.8% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 19.27% | 188.80%-169.5pp | 151.10%-131.8pp | 302.95%-283.7pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,280 | $5,955+5.5% | $5,202+20.7% | $5,983+5.0% |
| Admin fee / account holder | $2,687 | $17,078-84.3% | $13,986-80.8% | $11,250-76.1% |