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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 | $156,932 | $152,460+2.9% | $118,746+32.2% | $147,586+6.3% |
| Participation rate | 90.0% | 82.3%+7.7pp | 78.3%+11.7pp | 82.8%+7.2pp |
| Annual return | 19.37% | 17.41%+2.0pp | 24.54%-5.2pp | 578.59%-559.2pp |
| Employer contribution / active EE | $0 | $5,046-100.0% | $4,193-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,177 | $6,212-48.9% | $5,332-40.4% | $5,439-41.6% |
| Admin fee / account holder | $6,206 | $16,953-63.4% | $10,720-42.1% | $10,886-43.0% |