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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 | $156,654 | $171,272-8.5% | $127,803+22.6% | $152,897+2.5% |
| Participation rate | 81.3% | 83.5%-2.2pp | 79.0%+2.2pp | 82.5%-1.2pp |
| Annual return | 22.12% | 23.54%-1.4pp | 26.14%-4.0pp | 345.43%-323.3pp |
| Employer contribution / active EE | $0 | $5,451-100.0% | $4,576-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,864 | $7,043-59.3% | $6,023-52.4% | $5,851-51.0% |
| Admin fee / account holder | $64,833 | $14,540+345.9% | $9,399+589.8% | $11,599+458.9% |