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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 | $188,098 | $157,304+19.6% | $141,197+33.2% | $152,909+23.0% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 20.36% | 64.34%-44.0pp | 71.41%-51.0pp | 345.46%-325.1pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,103 | $7,111-0.1% | $6,710+5.8% | $5,851+21.4% |
| Admin fee / account holder | $2,542 | $12,126-79.0% | $10,265-75.2% | $11,601-78.1% |