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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 | $111,021 | $105,145+5.6% | $94,664+17.3% | $139,466-20.4% |
| Participation rate | 78.6% | 82.4%-3.8pp | 80.8%-2.3pp | 80.3%-1.8pp |
| Annual return | 20.36% | 38.09%-17.7pp | 156.84%-136.5pp | 373.66%-353.3pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $10,061 | $7,599+32.4% | $7,417+35.6% | $6,712+49.9% |
| Admin fee / account holder | $562 | $8,972-93.7% | $7,222-92.2% | $11,409-95.1% |