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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 | $155,723 | $165,399-5.9% | $149,745+4.0% | $158,982-2.0% |
| Participation rate | 81.3% | 84.6%-3.3pp | 82.5%-1.2pp | 82.0%-0.7pp |
| Annual return | 30.05% | 348.34%-318.3pp | 276.72%-246.7pp | 302.99%-272.9pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,706 | $7,183-34.5% | $6,843-31.2% | $5,983-21.4% |
| Admin fee / account holder | $5,969 | $10,811-44.8% | $9,312-35.9% | $11,252-47.0% |