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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 | $125,190+9.7% | $105,624+30.0% | $145,897-5.9% |
| Participation rate | 76.9% | 77.6%-0.7pp | 75.3%+1.7pp | 80.3%-3.4pp |
| Annual return | 21.68% | 225.22%-203.5pp | 116.20%-94.5pp | 552.29%-530.6pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,583 | $5,716-54.8% | $5,013-48.5% | $6,689-61.4% |
| Admin fee / account holder | $429 | $17,138-97.5% | $10,961-96.1% | $13,390-96.8% |