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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 | $160,922 | $183,539-12.3% | $155,556+3.4% | $145,897+10.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 10.72% | 61.31%-50.6pp | 64.84%-54.1pp | 552.29%-541.6pp |
| Employer contribution / active EE | $2,732 | $5,315-48.6% | $4,675-41.6% | $4,663-41.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $10,109 | $19,275-47.6% | $15,885-36.4% | $13,390-24.5% |