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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 | $137,348 | $125,237+9.7% | $105,608+30.1% | $145,877-5.8% |
| Participation rate | 76.9% | 77.7%-0.7pp | 75.3%+1.6pp | 80.3%-3.4pp |
| Annual return | 21.68% | 225.76%-204.1pp | 116.50%-94.8pp | 551.28%-529.6pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,583 | $5,711-54.8% | $5,010-48.4% | $6,691-61.4% |
| Admin fee / account holder | $429 | $17,287-97.5% | $11,028-96.1% | $13,402-96.8% |