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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 | $107,567 | $114,119-5.7% | $107,187+0.4% | $138,895-22.6% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 79.9%+11.7pp |
| Annual return | 14.61% | 273.21%-258.6pp | 204.55%-189.9pp | 145.39%-130.8pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,971 | $5,538-28.3% | $5,096-22.1% | $6,396-37.9% |
| Admin fee / account holder | $18,816 | $10,024+87.7% | $9,162+105.4% | $12,562+49.8% |